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First, try to get the 1099-R. Often they can be found online, or contact the administrator to get a copy.
Once you confirm that you can't get the form. You can prepare a substitute 1099-R. Enter the information for a 1099-R as best you can.
Wages & Income
IRA, 401(k), Pension Plan Withdrawals (1099-R)
Did you get a 1099-R in 2021? Yes
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Type it Myself
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In most cases, Box 7 is code 7
There will be a question Do any of these situations apply to you?
Select I need to file a substitute 1099-R
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If you paid estimated taxes to the IRS by check, you will enter that under "estimates and other taxes paid" on the deductions and credits page.
The trustee must issue a 1099-R if you withdrew money from an IRA. Contact the broker or account custodian.
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