How can we file without a 1099R. we have amount wi...
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deadrock_2k4
New Member

How can we file without a 1099R. we have amount withdrawn and amount of taxes withheld. Merrill Lynch has not sent a 1099R

 
2 Replies
SweetieJean
Level 15

How can we file without a 1099R. we have amount withdrawn and amount of taxes withheld. Merrill Lynch has not sent a 1099R

You need the form, so contact Merrill Lynch.  You may be able to pull it from their website.

RayW7
Employee Tax Expert

How can we file without a 1099R. we have amount withdrawn and amount of taxes withheld. Merrill Lynch has not sent a 1099R

You will need your 1099R in order to file.  The IRS will have this information and match it to your return.

 

If you have not received a 1099-R from Merrill then contact them as this should have been mailed by January 31st.  You can import the 1099-R directly into your return or as another option you may be able to download your 1099-R from their website and enter the information manually.

 

You should  get a 1099-R if you received $10 or more from a retirement plan. Here's how to enter your 1099-R in TurboTax:

  1. Open (continue) return if you don't already have it open.
  2. Inside TurboTax, search for 1099-R and select the Jump to link in the search results.
  3. Answer Yes on the Your 1099-R screen, then select Continue.
    • If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
  4. Select how you want to enter your 1099-R (import or type it in yourself) and then follow the instructions. You can add up to 20 1099-Rs.
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