Please contact the bank to confirm that the payment was made in 2021. If it was in 2021, determine if they are going to issue the 1099-R. If it is a 2021 distribution, and they are not going to issue the 1099-R. In this case you will post the information for the 1099-R to the best of your ability. You will then prepare a substitute 1099-R.
To file a substituted 1099-R:
- Wages & Income
- IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Did you get a 1099-R in 2021? Yes
- Get ready to be impressed - Continue
- Select Change how I enter my form
- Type it Myself
- Continue the interview from here.
- In most cases Box 7 is code 7
- There will be a question Do any of these situations apply to you?
- Select I need to file a substitute 1099-R
- Continue through the interview
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
