Posted by Steve W
They are horrible. I am the son of an annuitant and I have been trying to get a copy of her 1099R since March 2023. I have to file an extension for her federal taxes for 2022, as I didn't get the form in the mail, which is fine as she moved. The process of changing her address and requesting a new 1099R has taken 5 phone calls and two mailings, for a total of 4 hours of my time between 3/23 and the end of 9/23. On each call they say the 1099R has been requested and will be mailed, but I have yet to see it. I have tried MyPay (on-line) but since she already has an account, I have to try to get customer service to help me.