Got a distribution letter: Termination Benefit from plan at wells fargo & co cash balance plan-got a check from wells fargo retirmnt srv ctr-how do I file it on turbotx?

[maximusandbear]

Wells Fargo sent letter-not w2 or 1099 or other tax form-Havent worked for them since 2005-how can I file this termination benefit on turbo tax?

[PattiF]

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:

1. Login to your TurboTax Account 
2. Go to Income and Expenses
3. Then choose IRA, 401(k), Pension Plan Withdrawals (1099-R)
4. Add 1099-R
5. Select "Change how I enter my form" on the "Let's import your tax info" screen
6. Select "Type it myself"
7. Tell Us Which 1099-R You Have
8. Continue through the questions until the "Do any of these situations apply to you?" screen select "I need to file a substitute 1099-R"
9. Check the Box, I need to prepare a Substitute 1099-R