First, try to get the 1099-R. Often they can be found online, or contact the administrator to get a copy.
Once you confirm that you can't get the form. You can prepare a substitute 1099-R. Enter the information for a 1099-R as best you can.
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Wages & Income
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IRA, 401(k), Pension Plan Withdrawals (1099-R)
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Did you get a 1099-R in 2021? Yes
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Get ready to be impressed - Continue
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Select Change how I enter my form
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Type it Myself
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Continue the interview from here.
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In most cases, Box 7 is code 7
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There will be a question Do any of these situations apply to you?
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Select I need to file a substitute 1099-R
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Continue through the interview
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