i didn't receive a 1099 R what can I do?

[dgranttax]

I didn't receive one.

[rjs]

If you received income that you think should have been reported on a 1099-R, but you did not get a 1099-R, you have to contact the financial institution that made the payment and ask them for a copy of the 1099-R.

[xmasbaby0]

If you received a pension or took money out of a retirement account you need to enter a 1099R.   Usually  you can go to the website of the financial institution that handles the account and get your 1099R, or you might be able to import your 1099R.

If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.

See if your financial institution is on the Partner List - If not, you will have to enter the information manually.  

[JohnB5677]

At this point, you should file for an extension.  See below.

• Call the financial institution or retirement plan administrator.
• Check Online to download a copy. Many firms provide them electronically.
• If you don't receive the form after contacting the payer, you can call the IRS to request assistance.
• You can use Form 4852 to estimate your taxable distribution and withholding.

You may wish to file for an extension.  This will extend the time you have to file your taxes until October 15th, 2026.  

1. On the left rail menu in TurboTax Online Select Tax Tools  (You may have to scroll down on the left rail menu.)
2. On the drop-down select Tools 
3. On the Pop-Up menu titled “Tools Center,” select File an extension
4. Follow the instructions to start the extension process 

Also, you may have to file your state taxes:

 Do I need to file an extension for my personal state taxes?  

Remember, an extension gives you more time to prepare your taxes, but it doesn't extend the time to pay your taxes.  If you know you will have to pay taxes, you should pay them by the original due date of the tax return. This will avoid extra interest and penalties.