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New Member
posted Jun 5, 2019 5:33:43 PM

Received a distribution but did not receive a 1099r

Where do I report this income on tax form?

0 8 9561
1 Best answer
Expert Alumni
Jun 5, 2019 5:33:44 PM

You could prepare a substitute form 1099-R in TurboTax.  However, I recommend that you contact the administrator and inquire about the form... it will be much easier to data enter if you had one... and for matching purposes as well.  If the form was issued to you, the IRS has a copy of it. 

Form 1099-R (or it's substitute) is entered as follows:

  1.  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. Please prepare the form to the best of your knowledge.

8 Replies
Expert Alumni
Jun 5, 2019 5:33:44 PM

You could prepare a substitute form 1099-R in TurboTax.  However, I recommend that you contact the administrator and inquire about the form... it will be much easier to data enter if you had one... and for matching purposes as well.  If the form was issued to you, the IRS has a copy of it. 

Form 1099-R (or it's substitute) is entered as follows:

  1.  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. Please prepare the form to the best of your knowledge.

New Member
Jun 5, 2019 5:33:45 PM

The payment was received from a foreign entity with no USA EIN.  I enter it on a 1099R form but TTax requires an EIN and is not satisfied with a blank input.  There is no help for this situation in TTax.

New Member
Jun 5, 2019 5:33:48 PM

I need to change the answer on my form . I do not have a 1099r. I have a ira distribution

Level 15
Jun 5, 2019 5:33:49 PM

@clemmym - If you had a 2017 IRA distribution then the plan administrator was required by law to sent you a 1099-R  not later than Jan 31, 2018.  Call them for a replacement copy.

New Member
Jun 5, 2019 5:33:50 PM

This distribution is from a foreign pension fund.  No 1099-R ever provided.

Level 15
Jun 5, 2019 5:33:52 PM

@fred_glock - use a substitute 1099-R as in the answer above.

New Member
Feb 18, 2020 1:19:13 PM

How do I get a copy?  I cannot find a way to contact Goodyear retirement or Wingfoot Retirement!

Expert Alumni
Feb 18, 2020 7:13:03 PM

One of the links below should get you to a contact. 

 

Goodyear Retirement

 

Goodyear Corporate