You could prepare a substitute form 1099-R in TurboTax. However, It's fairly uncommon to not be issued a 1099-R. You may want to call the fund manager again and get further details. But, TurboTax can still help you get your distribution entered.
Form 1099-R (or it's substitute) is entered as follows:
- Go to your federal return
- Select Income
- Scroll down to IRA, 401(k), Pension Plan Withdrawals
- 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. Please prepare the form to the best of your knowledge.
