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macuser_22
Alumni - Champ
Alumni - Champ
March 10, 2021

You need the form itself or you need to know where to enter it?

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
Level 2
March 10, 2021

How do I get a copy of my 1099-R form?

macuser_22
Alumni - Champ
Alumni - Champ
March 10, 2021

If you took a distribution from a retirement account in 2020 then the account administrator was required by law to get the 1099-R to you not later than Jan 31, 2021.

 

If it got lost somehow then contact the administrator of a copy.

 

If you have an online account with that retirement plan then it might be available online.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**