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?

posted

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.

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Do you have an Intuit account?