Where do I enter retirement fund amount if I don't have a form 1099-R?

[VolvoGirl]

Why are you expecting a 1099R?  Did you take a RMD or Distribution or do a rollover, etc?

[treepert]

My husband works for the USPS and has a retirement account through them. The amount is on his W-2 already, so maybe I don't need a 1099?

[VolvoGirl · Accepted solution]

If he’s not getting a pension and didn’t take any cash out or move it to a IRA you don’t report it.  Just enter it from the W2.  Probably box 12 Code D.