If you expected to receive one and you did not, you should
contact the financial institution to ask for another copy.
If you cannot get another copy of your Form 1099-R, you can
create a substitute Form 1099-R within TurboTax and enter the information to
the best of your knowledge. There is a
check-box on the screen where you choose what type of Form 1099-R you are
entering that is labeled “I need to prepare a substitute 1099-R”. Be sure
to check that box and proceed.
The information below is from TurboTax help content. It tells you more about filling out the substitute
1099-R and other requirement you must meet in order to use the substitute form.
Form 4852,
Substitute for Form 1099-R, Distributions from Pensions, Annuities, Retirement
or Profit-Sharing Plans, IRAs, Insurance Contracts, Etc.
Substitute Form 1099-R
If
your plan administrator doesn't give you Form 1099-R for 2017 (or the one you
receive is wrong and your plan administrator refuses to correct it), do your
best to obtain the form or correction before completing a substitute on Form
4852.
You'll be required to:
- describe your communications with the
plan administrator in your attempt to get the form, and
- attest to the IRS that you were unable
to obtain it.
Complete a Form 1099-R as if you actually received the correct form. Enter as
much information about the payer as you can, including name, address, and the
amounts for 2017. Then complete the information for the substitute form.
