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Received early distribution from Retirement plan but don't have a 1099R
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June 7, 2019
4:06 PM
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Retirement tax questions
I recommend that you first contact the retirement plan administrator, as form 1099-R should be issued and given to you.
However, if you are unsuccessful, you may prepare substitute form 1099-R:
- Click on 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; prepare the form to the best of your knowledge... be careful with the codes in box 7... it may be code 1 since you indicate that it is an early distribution...
June 7, 2019
4:06 PM