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