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mm-fink
New Member

I have two distributions from two distinct retirement funds, but they did not sent a 1099. How do I enter this income?

 
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I have two distributions from two distinct retirement funds, but they did not sent a 1099. How do I enter this income?

You need the Form 1099-R from those plans to enter on your tax return.  Contact the plans for the Form 1099-R, they may have them available on their website.

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VolvoGirl
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

I have two distributions from two distinct retirement funds, but they did not sent a 1099. How do I enter this income?

You need to get the 1099R forms.   Ask them for a copy.  Or maybe you can log into your retirement accounts and download a pdf of them.  Some places don't mail the forms and you have to get them online.

View solution in original post

2 Replies

I have two distributions from two distinct retirement funds, but they did not sent a 1099. How do I enter this income?

You need the Form 1099-R from those plans to enter on your tax return.  Contact the plans for the Form 1099-R, they may have them available on their website.

VolvoGirl
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

I have two distributions from two distinct retirement funds, but they did not sent a 1099. How do I enter this income?

You need to get the 1099R forms.   Ask them for a copy.  Or maybe you can log into your retirement accounts and download a pdf of them.  Some places don't mail the forms and you have to get them online.

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