I took out my retirement and dont have the tax paperwork how do I put it in
02484
2 Replies
KatrinaB48
Expert Alumni
Mar 22, 2020 1:59:09 PM
It is best to contact the financial institution that paid your retirement income to request a 1099-R form. However, you can also follow the directions below to create a substitute 1099-R form.
Sign in to your account.
Click take me to my return. (unless already in return)
Click my account, at the top of the page.
Select Tools in the drop-down menu.
Click topic search, type in form 1099-R and click go.
On the next screen, click add another 1099-r and click I'll type it in myself.
On the next screen, click the box next to, I need to prepare a substitute 1099-r.
fanfare
Level 15
Mar 22, 2020 9:16:52 PM
If you took out your retirement your custodian is required to supply your 1099-R. maybe it was lost in the mail.
maybe you turned off mailed forms and it is available only online at the custodian website.