How to report the RMD without 1099-R ?

[samverma]

The New Direction trust co. does not issue 1099-R for the RMD. How should i report the RMD taken by me on my tax return?

[DanaB27]

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. Click on the Search box on the top and type “1099-R”
3. Click on “Jump to 1099-R”
4. Select "Change how I enter my form" on the "Let's import your tax info" screen
5. Select "Type it myself"
6. Continue through the questions until the "Do any of these situations apply to you?" screen select "I need to file a substitute 1099-R"

[Hal_Al]

Just curious; did The New Direction trust co. explain why they think they don't have to issue  a 1099-R for the RMD?  It's a distribution. Their own web site says you'll get one for  a "distribution" (though RMD is not specifically mentioned). 

https://ndtco.com/blog/a-guide-to-ira-tax-documents/

[dmertz]

If the amount of the RMD paid in 2021 was $10 or more, they must issue a 2021 Form 1099-R, otherwise they are in violation of IRS requirements.

[fanfare]

1. you probably threw away the document with junkmail
2. they did not mail them out yet.
3. The Post Office is very slow.

[ChurchClown]

If you didn’t take any distributions you don’t get the form.  However you still need to enter the RMD so they can take 1/2 of it.