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New Member
posted Jun 6, 2019 11:18:06 AM

What do I do if I don't have the 1099-R form but I deposited a check from an old employer that I no longer work at?

0 7 3311
7 Replies
Intuit Alumni
Jun 6, 2019 11:18:08 AM

A check from a 401K?

New Member
Jun 6, 2019 11:18:09 AM

I believe so. Unfortunately I only have the bottom portion of the check stub which only has information for box 1 and 2a.

Level 15
Jun 6, 2019 11:18:11 AM

That sounds like a portion of a 1099-R form.  You need the entire form with the box 7 code to report it in addition to box 1 and 2a.  Ask the plan administrator for a copy.   Box 4 also if any tax was withheld.

Intuit Alumni
Jun 6, 2019 11:18:12 AM

Who issued the check?  You need a 1099-R if it was for a 401K.

New Member
Jun 6, 2019 11:18:14 AM

A previous employer that I worked for a during 2015-2016. They recently filed for bankruptcy and I am concerned I will be unable to get the form in a timely matter if at all.

Level 15
Jun 6, 2019 11:18:15 AM

You should attempt.

Intuit Alumni
Jun 6, 2019 11:18:17 AM

As noted by TurboTaxDawnC and SuperUser macuser_22, you must contact the financial institution that issued the check to you to ask for another copy of the Form 1099-R.  (This is usually not the same business as the company where you worked.) 

If you cannot get another copy of your Form 1099-R, you can create a substitute Form 1099-R within TurboTax and enter the information to the best of your knowledge.  There is a check-box on the screen where you choose what type of Form 1099-R you are entering that is labeled “I need to prepare a substitute 1099-R”.  Be sure to check that box and proceed. 

The information below is from TurboTax help content.  It tells you more about filling out the substitute 1099-R and other requirement you must meet in order to use the substitute form.

Form 4852, Substitute for Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, Etc.

Substitute Form 1099-R

If your plan administrator doesn't give you Form 1099-R for 2017 (or the one you receive is wrong and your plan administrator refuses to correct it), do your best to obtain the form or correction before completing a substitute on Form 4852.

You'll be required to:
 - describe your communications with the plan administrator in your attempt to get the form, and
 - attest to the IRS that you were unable to obtain it.

Complete a Form 1099-R as if you actually received the correct form. Enter as much information about the payer as you can, including name, address, and the amounts for 2017. Then complete the information for the substitute form.