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I do not have 1099-R for my 2022 TSP withdrawal. How do I enter the income and withheld tax info?

 
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1 Reply
PattiF
Expert Alumni

I do not have 1099-R for my 2022 TSP withdrawal. How do I enter the income and withheld tax info?

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. In the income section, under Retirement
  3. Select 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"

 

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