The 1099-R Tax form is sent in late January of the current year to any EECU Traditional IRA, Roth IRA, Coverdell ESA (1099-Q) or Inherited IRA owners that completed a withdrawal or distribution from their IRA or Coverdell ESA in the previous year.
Please note, this form is required information to file your taxes, as a copy of the form will also be sent to the IRS.
We recommend you review the form as soon as you receive it. If you believe there is an issue or an error on the form, or if you have any questions about the form, please call us at 800-538-3328, email us at IRAdesk@myeecu.org, or visit your nearest EECU branch location for assistance with this.