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New Member
posted Mar 17, 2024 5:50:50 PM

How can I get a copy of 1099-R

My question  was  not answered

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3 Replies
Level 15
Mar 17, 2024 5:57:44 PM

You get your 1099R from the bank or financial institution that handles your retirement account.  If they did not send your 1099R in the mail then try going to their web site or phone them to ask.  Some financial institutions are partnered with TT so that you can import your 1099R, but you will need the user ID and password for the retirement account.

Level 15
Mar 17, 2024 5:58:18 PM

Ask the issuer.

Expert Alumni
Mar 18, 2024 9:57:07 AM

Yes, the answers provided above are correct, you get your 1099-R from the company that issued the form. 

 

If it is coming from an import partner, you may be able to import the information from that company into TurboTax, but that doesn't mean TurboTax has your form. 

 

If it's for a prior year and you aren't able to get a copy from the company that issued the form, you can request a transcript from the IRS. Follow this link to get started. 

 

If the 1099-R is for the current year, it won't be available from the IRS yet.