turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Event: Ask the Experts about your refund > RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

I took out my retirement and dont have the tax paperwork how do I put it in

 
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies
KatrinaB48
Expert Alumni

I took out my retirement and dont have the tax paperwork how do I put it in

It is best to contact the financial institution that paid your retirement income to request a 1099-R form. However, you can also follow the directions below to create a substitute 1099-R form.

 

  • Sign in to your account.
  • Click take me to my return. (unless already in return)
  • Click my account, at the top of the page.
  • Select Tools in the drop-down menu.
  • Click topic search, type in form 1099-R and click go.
  • On the next screen, click add another 1099-r and click I'll type it in myself.
  • On the next screen, click the box next to, I need to prepare a substitute 1099-r.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

I took out my retirement and dont have the tax paperwork how do I put it in

If you took out your retirement your custodian is required to supply your 1099-R. maybe it was lost in the mail.

maybe you turned off mailed forms and it is available only online at the custodian website.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies