gloriah5200
Expert Alumni

Get your taxes done using TurboTax

Yes, if you received a retirement distribution during 2020, you should receive a tax reporting document to report it on your individual income tax return.

 

There is no workaround outside of the fact that you need to get a copy of the 1099R needed in your return so you can input it and then complete your return.

 

It might be quicker to call them on the phone and ask them if you can pick a copy of it up for your return that you did not receive one or go to visit them to get a copy.

 

Form 1099R shows the distribution from retirement "type" accounts.

 

Generally, you must enter all income into your individual return, but you generally must have a tax-reporting document to be entered into the return correctly providing the additional information.