What do I do if I don't have a 1099-R for an IRA withdrawal and cannot get one?

[joelpick1]

The account was registered as an outside trustee plan and Putnam was not responsible for any tax reporting.  As such, no taxes were withheld but a 1099-R was not issued so I can't properly complete the tax return.

[ThomasM125]

You can enter a substitute Form 1099-R in TurboTax to report your pension distribution that is not reported on such a form.

To enter a substitute form 1099-R in Turbo Tax follow these instructions:

1. Find the Retirement Plans and Social Security menu option
2. Start or Update IRA, 401(k), Pension Plan Withdrawals (1099-R)
3. Choose Add Another 1099-R
4. Choose I'll type it in myself
5. On the screen that says Tell Us Which 1099-R You Have choose I need to prepare a Substitute 1099-R

If your distribution is a normal distribution, not subject to a penalty for early withdrawal, you can enter code "7" in box 7. The distribution amount goes in box 1 and the taxable portion of it goes in box 2(a).

[dmertz]

The IRA trustee is required to issue a Form 1099-R for IRA distributions.  Only a bank or an IRS-approved nonbank trustee can be an IRA trustee and it can't be an IRA without a trustee.