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fra_shep
New Member

how to file 1099-R if haven't received form

how to file form 4852
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1 Reply
JamesG1
Expert Alumni

how to file 1099-R if haven't received form

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 in to the IRS supporting documentation


 

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