I have been trying for weeks to get a copy of my 1099R for a life insurance policy I surrendered last June 2023. I've talked to multiple people and elevated it to a case manager, just to get a copy of my tax form (which is not available anywhere online (belive me I've tried). I can't finish my taxes without this form! My CPA says they should have sent this form. Prudential is telling me they don't generate a 1099R if no tax is due...Ok, well, I don't think the IRS is going to take my word for it! I need the form! I have placed a complaint with the BBB, I encourage everyone here to do the same. Overseas customer service doesn't seem to have access to any of the company's information after they were sold to Empower.
It's a sh*tshow. There needs to be a lawsuit.
1 year ago
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