You can create a substitute form 1099-R in TurboTax... however, I recommend that you contact SEI first and verify that the form wasn't simply lost in the mail... The administrator must issue 1099-R when there is an IRA distribution.
Form 1099-R (or it's substitute) is entered as follows:
- Click on Federal Taxes
- Select Wages and Income
- Scroll down to Retirement Plans and Social Security
- Select IRA, 401(k), Pension Plans (1099-R)
- On the screen Tell Us Which 1099-R you have, select I need to prepare a substitute 1099-R and continue. Your distribution code will be 4, and you can enter your tax withheld in box 4... prepare the form to the best of your knowledge, you will be asked about the RMD for the inherited IRA in the interview questions
