If pension provider does not give a 1099-R, where ...
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If pension provider does not give a 1099-R, where in the federal return can I add the amount? The program only ask to fill in the form based on the 1099-R received.

 
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Employee Tax Expert

If pension provider does not give a 1099-R, where in the federal return can I add the amount? The program only ask to fill in the form based on the 1099-R received.

If you received a distribution from your retirement plan or pension, the pension administrator has a legal obligation to issue a form 1099-R which is sent to you and also to the IRS.

 

Have you reached out to the pension administration to ask for your form 1099-R? Without that form, you do not have all the information to add your pension distribution to your tax return.

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Level 15

If pension provider does not give a 1099-R, where in the federal return can I add the amount? The program only ask to fill in the form based on the 1099-R received.

If you have online access to your account at the provider, log on to retrieve your 1099-R for 2019.

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