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What if I didn't get a 1099-R?

2 Replies
Intuit Alumni

What if I didn't get a 1099-R?

Does the program prompt you to enter the info? Did you receive one in the prior year?
Intuit Alumni

What if I didn't get a 1099-R?

If you expected to receive one and you did not, you should contact the financial institution to ask for another copy. 

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.

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