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ccgill03
New Member

I don’t have a 1099-r

 
1 Best answer

Accepted Solutions
Rachel_W
Level 4

I don’t have a 1099-r

Form 1099-R must be sent out to you by January 31st, so you should receive it in the next couple of weeks.  Most financial institutions have the form available on their website so you may find it there.

If for some reason you are unable to get the Form 1099-R from your Financial Institution, you can follow these instructions to enter the information without it: 

  • Login to your TurboTax Account
  • Click "Federal Taxes" from the left side of your screen
  • Click on the "Wages and Income" tab at the top of your screen
  • Scroll down and click on "Retirement Plans and Social Security"
  • Click "Start" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
  • Click "Continue" then "I'll Type It In Myself"
  • Click "I Need to Prepare a Substitute 1099-R"

View solution in original post

3 Replies
Rachel_W
Level 4

I don’t have a 1099-r

Form 1099-R must be sent out to you by January 31st, so you should receive it in the next couple of weeks.  Most financial institutions have the form available on their website so you may find it there.

If for some reason you are unable to get the Form 1099-R from your Financial Institution, you can follow these instructions to enter the information without it: 

  • Login to your TurboTax Account
  • Click "Federal Taxes" from the left side of your screen
  • Click on the "Wages and Income" tab at the top of your screen
  • Scroll down and click on "Retirement Plans and Social Security"
  • Click "Start" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
  • Click "Continue" then "I'll Type It In Myself"
  • Click "I Need to Prepare a Substitute 1099-R"

View solution in original post

EricaD77
New Member

I don’t have a 1099-r

I never received how do I get that and my ID number to file taxes

AnnetteB6
Expert Alumni

I don’t have a 1099-r

You need to contact the financial institution that would have sent you the Form 1099-R and ask for a replacement copy. 

 

If you have an online account to manage your distributions, the Form 1099-R may be available to you online.

 

The Form 1099-R reports a lot of information about your retirement plan or IRA distribution that will be required in order to be sure that the correct amount is being taxed on your return.  

 

@EricaD77

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