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I haven't received my 1099-R just yet I only have the Earnings statement thus far so I'm aware of how much I withdrew. What should I do because it's not accepting?

 
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1 Reply
LindaA
Expert Alumni

I haven't received my 1099-R just yet I only have the Earnings statement thus far so I'm aware of how much I withdrew. What should I do because it's not accepting?

Wait until you receive the 1099-R. If the 1099-R isn't on its way to you, contact the plan administrator and request a copy because you won't be able to e-file your return without it. If the administrator refuses to send it to you, you'll have to file a paper return with a substitute 1099-R (Form 4582) and include a statement describing what you did to try to get the form and attesting that you were unable to get it.

TurboTax provides help along the way when you prepare a substitute 1099-R and the accompanying statement. When prompted to "Tell us which 1099-R you have", be sure to check I need to prepare a substitute 1099-R. (Click the screenshot below to enlarge it for reference.) The click the Learn More link for assistance. Throughout the interview, you can click the blue links for guidance. 


Where do I enter my 1099-R?    https://ttlc.intuit.com/replies/4194737
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