You can create a substitute form 1099-R if you are sure that you are required to have one and that you are required to report your retirement transaction. However, I do recommend that you contact your retirement administrator to verify why the form 1099-R is not issued... just to make sure that you should in fact have one.
- 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.
