You can enter the form yourself by entering a substitute form 1099-R. However, it seems that Bank of America did not issue a Form 1099-R. The only way they would notify the IRS is by issuing a Form 1099-R. If they didn't do that, the IRS would not be informed about it and you would not need to report the distribution.
To enter a substitute form 1099-R in Turbo Tax Desktop follow these instructions:
- Find the Retirement Plans and Social Security menu option in the Wages and Income section of TurboTax
- Start or Update IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Choose Add (Another) 1099-R
- Choose I'll type it in myself
- On the screen that says Tell Us Which 1099-R You Have choose I need to prepare a Substitute 1099-R
To enter a substitute form 1099-R in Turbo Tax Online follow these instructions:
- Find the Retirement Plans and Social Security menu option in the Wages and Income section of TurboTax
- Start or Update IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Choose Add (Another) 1099-R
- Choose I'll type it in myself
- Choose the source of your 1099-R form
- Enter your pension distribution into the Form 1099-R entry screens
- When you come to the screen that says Do any of these situations apply to you? Check the box that says I need to file a substitute 1099-R and follow the instructions
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