Retirement tax questions

Is there any way you can check online if you can get a Form 1099-R? If you tried to get a Form 1099-R but failed then you could enter a substitute Form 1099-R to report the distribution. But note them you are not able to e-file and will have to print and mail your return.

Please see How do I file an IRS tax extension?

Please follow these steps to enter a substitute Form 1099-R in TurboTax Online:

1. Click on "Search" on the top right and type “1099-R” 
2. Click on “Jump to 1099-R” 
3. Select "Change how I enter my form" on the "Let's import your tax info" screen
4. Select "Type it myself"
5. Fill out Form 1099-R
6. Continue through the questions until the "Do any of these situations apply to you?" screen select "I need to file a substitute 1099-R"
7. Continue through the screens

In TurboTax Desktop:

1. Click "Federal Taxes" on the top and select "Wages & Income"
2. Click "I'll choose what to work on"
3. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)" 
4. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
5. Click "I'll Type it Myself"
6. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc." and check "I need to prepare a substitute 1099-R"
7. Fill out Form 1099-R
8. Continue through the screens