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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.Still have questions?
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