What now, My Form 1099-R is from State Street Retiree Services for Boeing Retirement Service Center. Your system can't find it... what now?

[wbswenberg_aol_com]

What is the Tax ID number?

[RobertB4444]

@wbswenberg_aol_com  The tax ID number is a nine digit number that appears towards the top of your statement.  It should have two numbers, then a dash, then seven numbers - so it looks like this - 22-2222222.

[rsimon92281]

When Turbo Tax imported last year's  1099-R  information about State Street Pension Services,  it shows an error for  US Address dropdown.     What is the problem?  

[rsimon92281]

It does the same thing when I manually type the information in.

[MichaelG81]

If you type in manually you should be able to enter the address as is on the form. I checked Desktop it is working fine and online edition it is working, it let me select US address or foreign address and enter the address as it appears on form. Trying signing out of TurboTax Online if used, CCC or clear your cache and cookies, restart your browser if using chrome or the likes, and then sign back into TurboTax online; see if that worked.

If you have desktop: 

• Check for updates on Windows by selecting Online at the top menu to the left and check for updates. 
• For a Mac Select TurboTax on upper left hand menu t the very, very top and check for updates. 
• Save your return, close it out, then reopen.

@rsimon92281

[tax22mar]

ach supervalu inc. 1099r for 2022 did not get sent to me  04-3581074  i think that this is (ein number )

[LindaS5247]

You should ask them to provide you a copy of the Form 1099-R.  That would be the easiest way to get your taxes done timely.  Is their a website or portal that you can possibly get a copy of this Form from.

You can try to import the Form 1099-R with the information you have.

Here is how you import your 1099-R in TurboTax:

1. While in your Tax Home,

2. Select Search from the top right side of your screen,

3. Enter 1099-R,

4. Select Jump to 1099-R

5. Follow the On-Screen Prompts to complete this section.  TurboTax will walk you through   

    the import of your 1099-R from here.

You can report this to the IRS as follows:

If your Form W-2, Wage and Tax Statement and/or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insur... aren't available to you by January 31, 2023, or if your information is incorrect on these forms, contact your employer/payer. If you still haven't received the missing or corrected form by the end of February, you may call the IRS at 800-829-1040 for assistance (see telephone assistance for hours of operation). When you call, please have the following information available:

• Your name, address (including ZIP code), phone number, taxpayer identification number, and dates of employment,
• Your employer/payer's name, address (including ZIP code), and phone number.

The IRS will contact the employer/payer for you and request the missing or corrected form. The IRS will also send you a Form 4852, Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensi..., along with a letter containing instructions for you.

If you don't receive the missing or corrected form in sufficient time to file your tax return, you may use Form 4852 to complete your return. Estimate your wages or the payments made to you and any taxes withheld and report them on Form 4852.

If you receive the missing or corrected Form W-2 or Form 1099-R after you file your return and the information differs from your estimates, you must file Form 1040-X, Amended U.S. Individual Income Tax Return. For additional information on filing an amended return, see Topic No. 308 and Should I File an Amended Return?

[tikihorse]

Where is my 1099-R from boeing.  I have the one from fidelity for 2023 but not State Street.

[BillM223]

TurboTax can't guarantee having 1099-Rs for download. If you can't download it, you can always type it in by hand, so you'll need to get a printed copy of the information on the 1099-R.

Can you contact State Street and have them send you a copy of the form by email or text? Or in the last case, log into State Street (if you can) and do screen shots of the 1099-R.

Do whatever it takes to be able to enter the data from the 1099-R by hand into TurboTax.

@tikihorse 

[3242]

Need a replacement 2023 1099 form  [removed for security] Retired

[DawnC]

You have to contact the issuer of the form to get a copy.   TurboTax doesn't store tax documents, so you will need to contact the administrator of your retirement plan; they can get you a copy quickly.   @3242