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auburntigers1957
New Member

What if I have a 1099-R but not 1099-B what does that mean?

 
2 Replies
fanfare
Level 15

What if I have a 1099-R but not 1099-B what does that mean?

search for 1099-R and TurboTax will take you to the section for that document.

You should know why you would get 1099-R. If not, ask the custodian what's going on.

xmasbaby0
Level 15

What if I have a 1099-R but not 1099-B what does that mean?

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

 

Why do you think you are supposed to have a 1099B?  Did you sell some stocks, bonds, mutual funds etc.?

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
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