If you cannot get a 1099-R issued for your retirement distributions (please verify with the plan administration) then you will have to create a substitute 1099-R:
- Login to your TurboTax Account
- Click on the Search box on the top and type “1099-R”
- Click on “Jump to 1099-R”
- Select "Change how I enter my form" on the "Let's import your tax info" screen
- Select "Type it myself"
- Continue through the questions until the "Do any of these situations apply to you?" screen select "I need to file a substitute 1099-R"
@erodriguez109
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
