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jhanna86
New Member

My husband did not recieve a 1099R

my husband did not recieve a 1099R this year. is that going to be a problem?
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3 Replies
MargaretL
Expert Alumni

My husband did not recieve a 1099R

Should he have received the form? Did he make any retirement distributions/rollovers that would trigger form 1099-R? I recommend that you contact the retirement administrator, or whoever you are expecting the form and verify...It's possible that it was lost in the mail or that he was not required to receive one...

If, however, his retirement "transaction" should be reported, you can prepare substitute Form 1099-R in TurboTax:

  1. Click on Federal Taxes
  2. Select Wages and Income
  3. Scroll down to Retirement Plans and Social Security”.
  4. Select “IRA, 401(k), Pension Plans (1099-R).
  5. On the screen “Tell Us Which 1099-R you have”, select “I need to prepare a substitute 1099-R” and continue.
jhanna86
New Member

My husband did not recieve a 1099R

i dont need to do the 401k section if a 1099-r didnt genereate?
MargaretL
Expert Alumni

My husband did not recieve a 1099R

You have to give me more details about your situation.... if just have 401K - then no, you don't need 1099-R... if you took 401K loan, you don't need the form either.. if you took distribution from 401K - you do need the form...
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