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Wells fargo ira distribution form

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The document is a Required Minimum Distribution (RMD) Worksheet designed to help individuals calculate their RMDs for various retirement accounts, including Traditional IRAs and employer-sponsored plans. It outlines the steps to determine account values, applicable life expectancy factors, and the required withdrawal amounts. The worksheet emphasizes that RMDs are not required for Roth IRAs and provides guidance on how to handle multiple accounts.

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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.

What is the phone number for Wells Fargo IRA distribution?

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).

How do I request a distribution from my Wells Fargo IRA?

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.

Who do I talk to about an IRA?

Your local IRS office You can get in-person help at your local IRS Taxpayer Assistance Center (TAC). Locate a Taxpayer Assistance Center near you.

Does Wells Fargo manage IRAs?

Manage your retirement investments with a Wells Fargo Advisors WellsTrade IRA for $0 per online stock and ETF trade 1. With a WellsTrade IRA youll be empowered to invest the way you want. Wells Fargo Advisors offer Traditional, Roth, and SEP IRAs.

How do I get my 1099 R form from Wells Fargo?

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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