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New Member
posted Jan 14, 2025 9:36:11 PM

Can I access a copy of my 1099-R forms for 2023?

Need to take photo for home loan app

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1 Replies
Level 15
Jan 15, 2025 4:58:12 AM

TurboTax does not have copies of your 1099R's.    TT only has the data that was entered when you keyed it in or when you imported it.   The data will be in the worksheets that are part of the pdf of the return.   If you need actual copies of the documents, you have to get them from the financial institutions that issued them.