Help Center: IRA Basics

Other FAQs

  • When will I receive my 1099-R tax form for my IRA account?

    We will mail our forms on or before January 31 to the IRA owner's mailing address. You'll receive a 1099-R if you received a distribution of at least $10 from your IRA plan during the previous year.

    Please call us at 1-877-247-ALLY (2559) if you have questions or if you expect to receive a 1099 form but don't by February 14.