I can't find a certain 1099-R. It's exactly the same as last year's. Can TurboTax look up my 1099-R online?

don58 · ‎July 6, 2020

I received the exact same payments from the same source on a 1099-R for 2019 as for 2018. Don't have the hardcopy. Can TurboTax look it up online?

macuser_22 · ‎July 6, 2020

@don58 wrote:
I received the exact same payments from the same source on a 1099-R for 2019 as for 2018. Don't have the hardcopy. Can TurboTax look it up online?

Possible. Go to the 1099-R interview and say to import it. If your financial institution is a partner with TirboTax and you have an online account then you can probably import it.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

View solution in original post

VolvoGirl · ‎July 6, 2020

You can try to import it.

https://ttlc.intuit.com/community/entering-importing/help/how-do-i-import-my-1099/00/26254

Or I bet you can log in to your Account and download a copy of it. They have to send it to you by Jan 31. Ask them for another copy.

macuser_22 · ‎July 6, 2020

@don58 wrote:
I received the exact same payments from the same source on a 1099-R for 2019 as for 2018. Don't have the hardcopy. Can TurboTax look it up online?

Possible. Go to the 1099-R interview and say to import it. If your financial institution is a partner with TirboTax and you have an online account then you can probably import it.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

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I can't find a certain 1099-R. It's exactly the same as last year's. Can TurboTax look up my 1099-R online?