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New Member
posted Apr 13, 2023 10:46:13 AM

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

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2 Replies
Level 15
Apr 13, 2023 10:47:46 AM

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.

Level 15
Apr 13, 2023 10:48:54 AM

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.