If you cannot get a 1099-R issued for your retirement distributions (please verify with the plan administration) then you will have to create a substitute 1099-R:
- Login to your TurboTax Account
- Go to Income and Expenses
- Then choose IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Add 1099-R
- Select "Change how I enter my form" on the "Let's import your tax info" screen
- Select "Type it myself"
- Tell Us Which 1099-R You Have
- Continue through the questions until the "Do any of these situations apply to you?" screen select "I need to file a substitute 1099-R"
- Check the Box, I need to prepare a Substitute 1099-R