You'll need to sign in or create an account to connect with an expert.
As noted by TurboTaxDawnC and SuperUser macuser_22, you must contact the financial institution that issued the check to you to ask for another copy of the Form 1099-R. (This is usually not the same business as the company where you worked.)
If you cannot get another copy of your Form 1099-R, you can create a substitute Form 1099-R within TurboTax and enter the information to the best of your knowledge. There is a check-box on the screen where you choose what type of Form 1099-R you are entering that is labeled “I need to prepare a substitute 1099-R”. Be sure to check that box and proceed.
The information below is from TurboTax help content. It tells you more about filling out the substitute 1099-R and other requirement you must meet in order to use the substitute form.
Form 4852, Substitute for Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, Etc.
Substitute Form 1099-R
If your plan administrator doesn't give you Form 1099-R for 2017 (or the one you receive is wrong and your plan administrator refuses to correct it), do your best to obtain the form or correction before completing a substitute on Form 4852.Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
swimpro005
New Member
MaxRLC
Level 3
aomiller1
New Member
tom5411051
Returning Member
poncho_mike
Level 4
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.