Retirement tax questions

You mean the financial institution has gone paperless and will not mail out the tax documents?   Have you tried going to their website to get the information?    You might have to do that or -- if they are partnered with TurboTax to allow importing the information----you may be able to import it into TT.   It is often late January to mid-February before financial institutions have their information formatted for import into tax software, even if they have it visible online.  So if it is there, you can print it out and key it in by hand, or wait to import it in a few weeks.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**