I moved my IRA (or TSA) to an IRA (or TSA) with another company. Why didn't I get a 1099-R?

Security Benefit is not required to produce 1099-Rs for direct (like-to-like) transfers.



Nothing contained herein is intended to be, nor should it be construed as tax or legal advice. If you have a tax question or legal question, please consult your tax professional or attorney.

Feedback and Knowledge Base

Speak With An Associate



Business Hours

7 a.m. to 6 p.m. (Central time)


Phone

(785) 438-3000
(800) 888-2461


Fax

(785) 368-1772


Mailing Address

Security Benefit
One Security Benefit Place
Topeka, KS 66636


Overnight Mailing Address

Security Benefit
Mail Zone 500
One Security Benefit Place
Topeka, KS 66636-0001