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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
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Wells Fargo Bank If you currently have a Destination IRA and need help with contributions, rollovers, distributions, or a new account to fund your existing plan, please call 1-800-BEST-IRA (1-800-237-8472).
You may view and print your Form 1099-Rs for 2024 and prior tax years on myCalSTRS. Your 2024 Form 1099-R will be available online by January 31, 2025. In addition, duplicate Form 1099-Rs can be requested in writing.
Forms are mailed by the end of January and should arrive by mid-February. If youre enrolled in Online Banking and you meet the IRS guidelines, you can find your 1099-INT form by signing in to Online Banking, selecting your deposit account and then selecting the Statements Documents tab.
How to get a 1099-R (Military Retirees Annuitants): Via the Internet: askDFAS: To better serve our customers, both retirees and annuitants may now request reissuance of their 1099-R online. Access to the secure online form is at: .
Log in to the Tax Center in the Wells Fargo Mobile app. Select Menu, and then Statements Documents. Select Tax Documents. Choose your Account and Tax Documents/1099s as the Document Type and Tax Year.
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We will send you a year-end IRS 1098 statement showing the amount of reportable mortgage interest, mortgage insurance paid (if applicable), and any real estate taxes we paid on your behalf. This statement will be mailed to you from Wells Fargo Home Mortgage no later than January 31.
You must call us at the numbers indicated below to request a distribution from your IRA be sure to have your account number(s) handy. Wells Fargo Bank IRA you can call the Best IRA service team at 1-800-237-8472 to complete reinvestment of a mature CD, Roth IRA conversions, and transfers due to divorce.

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