415869
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

joeywowar
New Member

Did not receive 1099r for pension income how to file using substitute 1099r form

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
KatrinaB
Intuit Alumni

Did not receive 1099r for pension income how to file using substitute 1099r form

Please follow the instructions in the Turbo Tax FAQ below to create a substitute 1099-R form.

  • Sign in to your account.
  • Click take me to my return.(unless already in return)
  • Click my account, at the top of the page.
  • Select tools in the drop down menu.
  • Click topic search, type in form 1099-R and click go.
  • On the next screen, click add another 1099-r and click I'll type it in myself.
  • On the next screen, click the box next to, I need to prepare a substitute 1099-r.


View solution in original post

1 Reply
KatrinaB
Intuit Alumni

Did not receive 1099r for pension income how to file using substitute 1099r form

Please follow the instructions in the Turbo Tax FAQ below to create a substitute 1099-R form.

  • Sign in to your account.
  • Click take me to my return.(unless already in return)
  • Click my account, at the top of the page.
  • Select tools in the drop down menu.
  • Click topic search, type in form 1099-R and click go.
  • On the next screen, click add another 1099-r and click I'll type it in myself.
  • On the next screen, click the box next to, I need to prepare a substitute 1099-r.


Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question