copy of 1099-R filled out today

 

Retirement tax questions

Do you have a question about it?   This is a forum- you need to supply the details.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
638260
New Member

Retirement tax questions

I want a copy of my 1099-R after you completed it.  after I finished this process with you in February I couldn't find a way to get a copy of it.

638260
New Member

Retirement tax questions

I need a copy of it.

638260
New Member

Retirement tax questions

How do I get you to send me a copy of it.

Retirement tax questions

No one has access to your account or your tax returns, nor can anyone send you anything.  

 

I NEED A COPY OF MY W-2  (or 1099)

TurboTax does not have a copy of your W-2—the Wage & Tax Statement—issued to you by your employer, (nor does TurboTax have copies of your 1099’s).   You should always save those documents for your own records. You could ask the employer(s) for copies or you can get a copy from Social Security (for a fee of $86).

If you saved a pdf of your completed tax return, the worksheets will show the W-2 information you entered, but not the actual W-2.

To get a copy of a W-2 from Social Security https://faq.ssa.gov/en-us/Topic/article/KA-02501

https://www.irs.gov/help-resources/tools-faqs/faqs-for-individuals/frequently-asked-tax-questions-an...

 

You can get a wage and income transcript from the IRS:  It will not show the actual W-2, 1099’s, etc, but will show the income information the IRS received.  It will not, however, show your state information. It will only show the federal information.

https://www.irs.gov/individuals/get-transcript

 

https://ttlc.intuit.com/questions/2561916-how-can-i-get-a-copy-of-my-w-2

 

You can also seek a copy of your 1099R from the financial institution that issued it.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**