If you haven't received your 1099-R, the first step is to contact the payer (pension trustee). If you still haven't received the missing form by the end of February, you may call the IRS at 800-829-1040 for assistance. The IRS will contact the payer for you and request the missing form. The IRS will also send you a substitute form (available in TurboTax) to report estimated amounts if you cannot get the 1099-R. See IRS Topic 154 for the details.
To see your Form 1040 in TurboTax Online:
To look at your Form 1040 in TurboTax Online:
- Click the drop-down arrow next to Tax Tools (on the left pane)
- Click Tools (just under Tax Tools on left pane)
- In the pop-up window click View Tax Summary
- On the left pane click Preview my 1040 to review the entries on your Form 1040 and the supporting Schedules 1, 2, and 3 (keep scrolling for the schedules).
To return to the TurboTax interview questions, click Back on the left pane
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