Did not receive a 1099-R for my cares act distribution, only a letter from my employer stating the amount and taxes taken out. Can I put that info in without the form?

[DanaB27]

No, if you took a distribution from your retirement account then they are supposed to give you a 1099-R. Did you maybe get a loan instead of a distribution?

If it is a loan from a 401(k) account then this is not reported on a federal tax return.  If you default on the loan or are separated from the company without paying off the loan, then it is a distribution and you will receive a Form 1099-R.

Please check with your company about the details.

[martijett]

IT was not a cares act, but rather an old employment retirement account.  I have just a letter showing the monthly payments.  It is not a form 

[macuser_22]

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@martijett wrote:

IT was not a cares act, but rather an old employment retirement account.  I have just a letter showing the monthly payments.  It is not a form 

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ANY distribution from a retirement account requires a 1099-R.  Contact the plan administrator for copy.    Perhaps it was  lost in the mail.

[DawnC]

The only forms you enter regarding retirement account distributions (whether related to the Cares Act or not) are 1099-R forms.   Request a copy, but don't try to enter any distributions from a letter - it won't work out.    @martijett

The provisions of the Cares Act allow you to waive the penalty and spread the tax over 3 years, but the penalty and tax are based on data from the 1099-R.