Contact your plan administrator and request a 1099-R form if you made distributions in 2022. You may also have access to your 1099-R form online on your plan administrator's website. Log into your account and look for Year end Forms.
If you still can't get a 1099-R form, create a Substitute Form 1099-R using form 4852:
- In TurboTax, type 1099-R in the search bar and click on Jump to 1099-R.
- On the Who gave you a 1099-R screen, select Financial institution or other provider (1099-R) and Continue.
- On the Enter your 1099-R provider's info screen, enter the information and Continue.
- Continue with the onscreen interview until you get to the Do any of these situations apply to you? screen and select I need to file a substitute 1099-R and Continue.
- Continue with the onscreen interview until complete.
You may file an extension. File an extension by April 18, 2023 and have until October 16, 2023 to finish your taxes
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
