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Level 15
Level 15

Retirement tax questions

Do you have the Form 1099-R, or is that part of the paperwork that is lost? You can't file a substitute Form 1099-R. Contact the IRA custodian and ask them if they can give you a copy of your 2019 Form 1099-R or tell you how to access it online. If not, the information from your 1099-R will be in your 2019 Wage and Income Transcript, which you can get from the IRS. You need a Wage and Income Transcript, not a Tax Return Transcript. You might be able to get an IRS transcript online today. Go to the following link to get a transcript from the IRS.


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