She will need to contact the pension department where her check is coming from to get a 1099-R.
If she cannot get one that way, she will need to call the IRS at 800-829-1040. They may have received it and somehow, her copy got lost in the mail.
If you cannot get a copy of the 1099-R, you can estimate the amount she received based on your records and report it using Less Common Income.
- Income
- Show More next to Retirement Income
- Select Yes you did receive that type of income
- Then on the next screen check the box that says I need to prepare a substitute 1099-R.
- This will attach form 4852
This will require you to print and mail your return, so it is best to contact the Pension department and the IRS prior to taking this step.
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