How to Get 1099-R from Empower Retirement
Receiving a 1099-R form from Empower Retirement is an important step in managing your retirement income. This form provides crucial information about your distributions from your retirement account, which is essential for tax purposes. If you’re wondering how to obtain your 1099-R from Empower Retirement, follow these simple steps to ensure a smooth process.
1. Log in to Your Empower Retirement Account
The first step to obtaining your 1099-R form is to access your Empower Retirement account online. Go to the Empower Retirement website and log in using your username and password. If you haven’t registered for an account, you can do so by following the on-screen instructions.
2. Navigate to the Tax Documents Section
Once you’re logged in, look for the “Tax Documents” or “1099-R” section in your account dashboard. This section is designed to provide you with access to all your tax-related documents, including your 1099-R form.
3. Request Your 1099-R Form
Within the tax documents section, you should see an option to request your 1099-R form. Click on this option, and you will be prompted to enter your tax information, such as your Social Security number and filing status. This information is required to generate the correct form for you.
4. Review and Confirm Your Information
After entering your tax information, carefully review the details to ensure they are accurate. If everything looks correct, proceed to confirm your request. Empower Retirement will then process your request and generate your 1099-R form.
5. Download or Print Your 1099-R Form
Once your 1099-R form is ready, you will receive a notification via email. Click on the link provided in the email to download the form, or simply print it out. Keep this form in a secure location for your records and for tax preparation purposes.
6. Contact Empower Retirement for Assistance
If you encounter any issues while trying to obtain your 1099-R form, don’t hesitate to contact Empower Retirement’s customer service team. They are available to assist you with any questions or concerns you may have. You can reach them by phone, email, or through their online chat support.
By following these steps, you can easily obtain your 1099-R form from Empower Retirement. Remember to keep this form for your records and consult with a tax professional if you have any questions about how to report your retirement distributions on your tax return.
