turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

abbottrjc
New Member

What to do if I don't have my 1099R form

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

What to do if I don't have my 1099R form

You need to contact the plan administrator for a copy of the Form 1099-R.  Or you may be able to sign onto the plan website and there may be a Form 1099-R available on the site.

What to do if I don't have my 1099R form

If you received a pension or took money from a retirement account in 2022 you should have received a 1099R by early February.  Contact the custodian of the account or go on their website to see if you can get a copy there.

 

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.

**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.**
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies