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Retirement tax questions
Contact the company as they should have issued you a 1099R.
If they won't you will need to do a substitute 1099R and enter that in TurboTax for the amount they sent you.
You will go to the 1099R area and enter a substitute 1099R.
I have put two pictures below on how to get started on the 1099R entry. This will capture the loan amount, and you may have to get the EIN off a prior W-2 from the company.
To enter pension and annuity Payments (1099-R)
- Click on Federal Taxes
- Click on Wages and Income
- Click on I'll choose what I work on (if shown)
- Scroll down to Retirement Plans and Social Security
- On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
‎June 6, 2019
3:47 AM