How can we file without a 1099R. we have amount withdrawn and amount of taxes withheld. Merrill Lynch has not sent a 1099R

 

Retirement tax questions

You need the form, so contact Merrill Lynch.  You may be able to pull it from their website.

RayW7
Expert Alumni

Retirement tax questions

You will need your 1099R in order to file.  The IRS will have this information and match it to your return.

 

If you have not received a 1099-R from Merrill then contact them as this should have been mailed by January 31st.  You can import the 1099-R directly into your return or as another option you may be able to download your 1099-R from their website and enter the information manually.

 

You should  get a 1099-R if you received $10 or more from a retirement plan. Here's how to enter your 1099-R in TurboTax:

  1. Open (continue) return if you don't already have it open.
  2. Inside TurboTax, search for 1099-R and select the Jump to link in the search results.
  3. Answer Yes on the Your 1099-R screen, then select Continue.
    • If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
  4. Select how you want to enter your 1099-R (import or type it in yourself) and then follow the instructions. You can add up to 20 1099-Rs.