I have income from a public retirement form. no form number like 1099-R. Says Distributions From Pension, Annuities, Retirement or Profit-Sharing Plans, IRAs, etc.
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Yes, you report your Public Employee Retirement income that you received in that section of TurboTax (Distributions from Pension, Annuities, Retirement, etc).
You should have received a 1099-R, though, for that income which would identify the amount of income and withholding taxes for the year. But, TurboTax does allow you to prepare a "substitute 1099-R" in TurboTax if you did not receive a 1099-R form. (See sample screenshot.) Yet, even with preparing a substitute, you still need to substantiate to the IRS that you tried to contact the plan administrator to get a 1099-R form.
Here are the requirements to prepare a Substitute Form 1099-R:
To enter a 1099-R in Turbotax: From within your federal return, type "1099-R" in the FIND field at the top of the screen. Select "Jump To 1099-R" and you will be brought to this section of TurboTax.If your plan administrator doesn't give you Form 1099-R for 2017 (or the one you receive is wrong and your plan administrator refuses to correct it), do your best to obtain the form or correction before completing a substitute on Form 4852.
You'll be required to:
- describe your communications with the plan administrator in your attempt to get the form, and
- attest to the IRS that you were unable to obtain it.
Complete a Form 1099-R as if you actually received the correct form. Enter as much information about the payer as you can, including name, address, and the amounts for 2017. Then complete the information for the substitute form.
Yes, you report your Public Employee Retirement income that you received in that section of TurboTax (Distributions from Pension, Annuities, Retirement, etc).
You should have received a 1099-R, though, for that income which would identify the amount of income and withholding taxes for the year. But, TurboTax does allow you to prepare a "substitute 1099-R" in TurboTax if you did not receive a 1099-R form. (See sample screenshot.) Yet, even with preparing a substitute, you still need to substantiate to the IRS that you tried to contact the plan administrator to get a 1099-R form.
Here are the requirements to prepare a Substitute Form 1099-R:
To enter a 1099-R in Turbotax: From within your federal return, type "1099-R" in the FIND field at the top of the screen. Select "Jump To 1099-R" and you will be brought to this section of TurboTax.If your plan administrator doesn't give you Form 1099-R for 2017 (or the one you receive is wrong and your plan administrator refuses to correct it), do your best to obtain the form or correction before completing a substitute on Form 4852.
You'll be required to:
- describe your communications with the plan administrator in your attempt to get the form, and
- attest to the IRS that you were unable to obtain it.
Complete a Form 1099-R as if you actually received the correct form. Enter as much information about the payer as you can, including name, address, and the amounts for 2017. Then complete the information for the substitute form.
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