Missing 1099-R from Pension Administrator

Forum|Forum|2 months ago
April 3, 2026
1 reply
0 views

I have not received the 1099-R form from the Pension Administrator where I used to work. I know the amount received so I think I need to use IRS form 4852 to report the income. But 4852 cannot be e-filed so: do I need to scrap the TT desktop return and do the whole return by hand because my income and taxes owed will increase?

Same for state of Arizona? Another thought is to just report the income as "other" ? No taxes were withheld from the payments and the amount received is constant from year to year.

AnnetteB6

Level 15

You should contact the plan administrator and request a copy of your Form 1099-R. Or, if you have an online account for your pension, it is likely that you will have access to the Form 1099-R through that account.

If those options do not work, then you can use the Form 4852 to report the pension income. TurboTax will still be able to take you through that process. You will not need to abandon the work you have already done for either your Federal return or your state return.

When you enter the information that you expect would be reported on your Form 1099-R in the retirement income section of your return, check the box for 'I need to file a substitute 1099-R' on the page titled Do any of these situations apply to you? that comes up as a follow-up question. Then, some further questions will be asked and the income will be reported in the correct place on your return.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"