Where can I access a Form 1099-R, retirement income?

morechlor · ‎October 14, 2024

not sure how to proceed without form ?

VolvoGirl · ‎October 14, 2024

Did you ask the plan for another copy? Or you can probably log on to your retirement website and download it or print it. The companies are starting to only provide them online that you have to get your self.

Did you have one last year? You might be able to import it to Turbo Tax if you have the some info from it . How to import a 1099
https://ttlc.intuit.com/community/entering-importing/help/how-do-i-import-my-1099/01/26254

View solution in original post

VolvoGirl · ‎October 14, 2024

Did you ask the plan for another copy? Or you can probably log on to your retirement website and download it or print it. The companies are starting to only provide them online that you have to get your self.

Did you have one last year? You might be able to import it to Turbo Tax if you have the some info from it . How to import a 1099
https://ttlc.intuit.com/community/entering-importing/help/how-do-i-import-my-1099/01/26254

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