Depending on applicable regulations or business limitations, specific API requests may not be available for your use.
Get All Forms 1099-R
This request returns the list of forms 1099-R that are available for download for a member.
Form 1099-R is an IRS form that reports distributions from annuities, profit-sharing plans, retirement plans, IRAs, insurance contracts and/or pensions. Forms 1099-R are also produced for any rollovers, Roth conversions, and recharacterizations made to traditional, Roth, SEP, SIMPLE, and beneficiary IRAs.
Response Data Fields
See field descriptions in Get All Member Statements endpoint.