AnnetteB6
Employee Tax Expert

Retirement tax questions

You should contact the plan administrator and request a copy of your Form 1099-R.  Or, if you have an online account for your pension, it is likely that you will have access to the Form 1099-R through that account.  

 

If those options do not work, then you can use the Form 4852 to report the pension income.  TurboTax will still be able to take you through that process.  You will not need to abandon the work you have already done for either your Federal return or your state return.  

 

When you enter the information that you expect would be reported on your Form 1099-R in the retirement income section of your return, check the box for 'I need to file a substitute 1099-R' on the page titled Do any of these situations apply to you? that comes up as a follow-up question.  Then, some further questions will be asked and the income will be reported in the correct place on your return.  

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