didnt receive a 1099R how do you file a substitute?

bstang2418 · ‎April 05, 2026

xmasbaby0

What steps have you taken to obtain the 1099R? Have you contacted the financial institution that issues it? Have you gone to their website? Have you tried to import it?

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JamesG1

Certainly, follow the steps outlined by xmasbaby0.

You would enter the 1099-R information as if you received an IRS form 1099-R. At the screen Do any of these situations apply to you? select I need to file a substitute 1099-R.

Follow these steps to report the transaction:

Down the left side of the screen, click on Federal.
Down the left side of the screen, click on Wages & income.
Scroll down to Retirement Plans Social Security. Click the down arrow to the right.
Click Start / Revisit to the right of IRA 401K Pension Plan Withdrawals.

You may not be able to electronically file and you may have to mail to the IRS supporting documentation.

@bstang2418

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