If you did not receive a 1099-R, it is recommended that you contact your payer or download your form from your online account. If you are unable to get your 1099-R, you could enter a substitute Form 1099-R.
The substitute Form 1099-R is entered as follows:
- Open your return.
- Search 1099-R with the magnifying glass tool on top of the page.
- Click on the Jump to 1099-R link at the top of the results.
- On the screen Who gave you a 1099-R, indicate in this screen the type of form that you were expecting to receive.
- Enter your 1099 information as best as you can.
- On the Uncommon Situations screen, make sure to select I need to file a substitute 1099-R.
- Follow the on-screen instructions.
@Keymontrais
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
