Today I am thankful I saved my MyRA application information, which includes the account number. With this and my Rockwell Employee Connect access, I am able to document the contributions I made to the accounts as payroll direct deposits.
Retirement Clearinghouse responded to my online request, indicating they have no records for me because I closed the account before they took over when the program ended. They suggested I contact Comerica, who suggested I contact the IRS for a copy of the 1099-R I'm missing. I tried calling the IRS but their automated system determined they couldn't help me right now and hung up on me. I then signed up for an IRS online account, but that system could not verify my cell number so I could not complete that process. I am now waiting for a verification code to arrive by mail in the next 5-10 business days. Once I have that code, I can complete the online account activation process and download my 2018 taxes including forms and schedules. I'm simultaneously doubtful and hopeful the 1099-R will be included with the forms.
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Accomplishments:
10K+ Steps
Contact casinos to obtain 2018 win/loss statements
Fill out and submit request form for MGM 2018 win/loss statement
Contact Comerica to obtain MyRA 1099
Sign up for IRS online account, to obtain MyRA 1099
Bake more turkey leftovers
Clean kitchen stove and counters
Dishes
Sweep kitchen floor
Catch up on news
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