In the event that you can't get the 1099-R form, you may prepare a substitute 1099-R and enter the information about your withdrawal as accurately as possible. That includes your withdrawal amount is box 1, any tax withheld in box 4, a code in box 7 and any other information that you may have. You will be asked to write an explanation why the 1099-R is a substitute.
- Federal Taxes
- Wages and Income
- Scroll down to Retirement
Plans and Social Security
- Select IRA, 401(k), Pension Plans (1099-R) and be sure to check the box I need to prepare a substitute 1099-R (see pic)
Note: Are you able to call the 401K administrator and inquire about the form?