DanaB27
Expert Alumni

Retirement tax questions

The plan administrator should issue a 1099-R for the distribution, you might want to check with them why you did not receive a 1099-R.

 

If you cannot get a 1099-R issued then you will need to create a substitute 1099-R:

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top right and type “1099-R”
  3. Click on “Jump to 1099-R”
  4. Enter information in the 1099-R fields
  5. Continue until "Do any of these situations apply to you?" screen and check "I need to file a substitute 1099-R"
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