I need to prepare a substitute 1099-R. Any advice?

koasun09 · ‎March 31, 2022

Did not receive the necessary 1099-R to complete my taxes. Any advice?

Vanessa A · ‎March 31, 2022

You can walk through the entries to enter the information for your 1099R, then after you enter the amounts, you will come to a screen that says "Do any of these situations apply" Select "I need to file a substitute 1099-R" then continue through your return.

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Vanessa A · ‎March 31, 2022

You can walk through the entries to enter the information for your 1099R, then after you enter the amounts, you will come to a screen that says "Do any of these situations apply" Select "I need to file a substitute 1099-R" then continue through your return.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

macuser_22 · ‎March 31, 2022

@koasun09 wrote:
Did not receive the necessary 1099-R to complete my taxes. Any advice?

You do NOT use a substitute for that. A substitute is used to correct a problem with the 1099-R that you DID receive and the issuer refuses to fix it.

You need to contact the issuer and request a copy unless this is a situation where the 1099-R will not be issued until next year in which case you make a "dummy" 1099-R, not a substitute.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

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I need to prepare a substitute 1099-R. Any advice?