Was this distribution received in 2019 or 2020?
If the distribution was received in 2020, you will report the income on next year’s tax return.
If the distribution was received in 2019 and you are not able to receive a 1099-R, follow these steps.
- Down the left side of the screen, click on Federal.
- Across the top of the screen, click on Income & expenses.
- At the screen Your income and expenses, scroll down to IRA, 401(K), Pension plan withdrawals (1099-R).
- Click Edit/Add to the right.
- At the screen Did you receive any 1099-R forms?, click Yes.
- At the screen Let’s import your tax info, click on I’ll type it in myself.
- At the screen Tell us which 1099-R you have, click on I need to prepare a substitute 1099-R.
- Enter the information.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
