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New Member
posted Apr 16, 2023 9:48:29 AM

Is there any 1099R forms to fill out ? I can't find them.

I can't find a 1099 R form to fill out my retirement money I received.

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2 Replies
Level 15
Apr 16, 2023 9:58:03 AM

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

 

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

 

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

Expert Alumni
Apr 16, 2023 10:03:36 AM

Did you contact you broker, or employer to try to locate them.

Do you have a login for your retirement.  Most of these forms are available online.

 

At this late date you may want to file for an extension>

On the sidebar go to:

  1. Tax Tools
  2. Then select Tools
  3. In the four green boxes select Tax Topics
  4. Type extension
  5. Need More Time to File Your Return?
  6. Select Start Easy Extension
  7. This will give you until October 16th, 2023 to file.

TurboTax file an Extension