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Returning Member
posted Jan 3, 2020 12:54:48 PM

Need copies of 2 1099-Rs and 1 5498 IRA for 2017. How do I get them?

"Stephanie" from Live Chat seemed to find them right off. Could they appear in 2018 or 2016?

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2 Replies
Level 15
Jan 3, 2020 1:58:41 PM

TurboTax does not have copies of your 1099R's, but if you entered them on your tax returns the data you entered would be in the worksheets with the returns.  Or you could obtain them from the financial institution that originally issued them.

 

Access to prior year returns

https://ttlc.intuit.com/questions/3355524-when-does-access-to-my-prior-year-turbotax-online-returns-expire

https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/00/27010/message-id/746

 

You can get a free transcript from the IRS:   

https://www.irs.gov/individuals/get-transcript

 

 

How do I get a copy of a return I prepared using desktop TurboTax?

https://ttlc.intuit.com/questions/1900639

 

 

Note:  Every year, before mid-October, print a copy of your current year tax return and save it as a tax file and pdf, too.  That way you will have it when you need it for school, a loan, next year’s tax return, etc. without going through a lot of aggravation (and expense)  to get it.

 

https://ttlc.intuit.com/questions/1899645-how-do-i-save-my-2018-turbotax-online-return-as-a-tax-data-file

https://ttlc.intuit.com/questions/1912544-how-do-i-save-my-2018-turbotax-online-return-as-a-pdf

Level 15
Jan 3, 2020 4:24:43 PM

The form 5498 can only be gotten from the issuer...same with the 1099-R forms...TT doesn’t have copies even if you imported the info.