Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Mar 14, 2022 12:43:01 PM

IRA money cashed in with taxes paid with voucher and check. .No 1099R. where do i report this income and taxes paid on the tax return?

0 2 308
2 Replies
Expert Alumni
Mar 14, 2022 1:02:29 PM

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.

  1. Wages & Income

  2. IRA, 401(k), Pension Plan Withdrawals (1099-R)

  3. Did you get a 1099-R in 2021? Yes

  4. Get ready to be impressed - Continue

  5. Select Change how I enter my form

  6. Type it Myself

  7. Continue the interview from here.

  8. In most cases, Box 7 is code 7

  9. There will be a question  Do any of these situations apply to you?

  10. Select I need to file a substitute 1099-R

  11. Continue through the interview

Level 15
Mar 14, 2022 1:19:53 PM

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.