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don58
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I can't find a certain 1099-R. It's exactly the same as last year's. Can TurboTax look up my 1099-R online?

I received the exact same payments from the same source on a 1099-R for 2019 as for 2018. Don't have the hardcopy. Can TurboTax look it up online?
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I can't find a certain 1099-R. It's exactly the same as last year's. Can TurboTax look up my 1099-R online?


@don58 wrote:
I received the exact same payments from the same source on a 1099-R for 2019 as for 2018. Don't have the hardcopy. Can TurboTax look it up online?

Possible.   Go to the 1099-R interview and say to import it.  If your financial institution is a partner with TirboTax and you have an online account then you can probably import it.

 

Screen Shot 2020-07-06 at 8.19.13 PM.jpgScreen Shot 2020-07-06 at 8.19.22 PM.jpg

 

**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.**

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2 Replies

I can't find a certain 1099-R. It's exactly the same as last year's. Can TurboTax look up my 1099-R online?

You can try to import it.  

https://ttlc.intuit.com/community/entering-importing/help/how-do-i-import-my-1099/00/26254

 

Or I bet you can log in to your Account and download a copy of it.  They have to send it to you by Jan 31.  Ask them for another copy.

I can't find a certain 1099-R. It's exactly the same as last year's. Can TurboTax look up my 1099-R online?


@don58 wrote:
I received the exact same payments from the same source on a 1099-R for 2019 as for 2018. Don't have the hardcopy. Can TurboTax look it up online?

Possible.   Go to the 1099-R interview and say to import it.  If your financial institution is a partner with TirboTax and you have an online account then you can probably import it.

 

Screen Shot 2020-07-06 at 8.19.13 PM.jpgScreen Shot 2020-07-06 at 8.19.22 PM.jpg

 

**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.**
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