Contact the administrator of the retirement account (or pension plan) and request your 1099-R.
If you have received distributions (or payments) from a retirement account (or pension plan), then the administrator of the retirement account (or pension plan) is responsible for filing a Form 1099-R with the IRS to report those payments.
The deadline for sending you a copy of the 1099-R was February 1, 2021.
If you are unable to obtain a copy of your 1099-R, use your records to prepare a Substitute Form 1099-R and a Form 4852 to report the income.
You can enter your retirement distribution (or pension payments) as a substitute form 1099-R:·
Click the Federal Taxes tab at the top.
Select Wages and Income.
Scroll down to the Retirement Plans and Social Security section (Use Jump to Full List, if the entire list isn't displayed.)
Select IRA, 401(k), Pension Plans Withdrawals (1099-R). (See attached screenshot.)
On the screen “Tell Us Which 1099-R You Have”, there is a box “I need to prepare a substitute 1099-R”. Click on that box and continue.
.
