turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Ask the Experts All About the W-4! >> Event happening NOW!!!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

joconti3
New Member

I didnt receive a 1099-R for my retirement income from Mellon Bank/Pershing...cant sign to account..how can I report income?

retirement account info is same as last years tax return..can turbo just imposesame amt on tax return?
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
MarilynG1
Expert Alumni

I didnt receive a 1099-R for my retirement income from Mellon Bank/Pershing...cant sign to account..how can I report income?

If you can't sign in to your Retirement Account to get a copy of your 1099-R, try reaching out to them by phone.

 

They should be able to help you sign in and retrieve your document.

 

You can enter the same amounts as last year, if you transferred your 2022 info, but you will need the 2023 form for your tax records, in any case. 

 

You can file an Easy Extension if you need more time. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies