topic My mom did not receive a 1099 R, but receives a pension. Does this system allow me to import it from the issuer? in Retirement tax questions

My mom did not receive a 1099 R, but receives a pension. Does this system allow me to import it from the issuer?

karenkch — Tue, 16 Mar 2021 13:59:18 GMT

Re: My mom did not receive a 1099 R, but receives a pension. Does this system allow me to import ...

AnnetteB6 — Tue, 16 Mar 2021 14:12:35 GMT

You may be able to import the Form 1099-R. It will depend on whether the financial institution is an import partner with TurboTax. If not, you should contact the pension administrator for a copy of the Form 1099-R.

See the following TurboTax article for more information: How do I import my 1099?

Re: My mom did not receive a 1099 R, but receives a pension. Does this system allow me to import ...

karenkch — Tue, 16 Mar 2021 14:29:16 GMT

Thank you!

I followed the instructions and the "Jump to" link, but the first question is did you get a form 1099-R?

When I say no (because she should have one, but doesn't), it thinks I am done and wants to go to the next step.

I go in circles... : (

Re: My mom did not receive a 1099 R, but receives a pension. Does this system allow me to import ...

ColeenD3 — Tue, 16 Mar 2021 14:53:00 GMT

You should contact the plan administrator. There will be information on the official 1099-R that you might not have access to. If you absolutely can't get it, you can file a substitute.

Substitute 1099-R

If your plan administrator doesn't give you Form 1099-R for 2020 (or the one you receive is wrong and your plan administrator refuses to correct it), do your best to obtain the form or correction before completing a substitute on Form 4852.

You'll be required to:

- describe your communications with the plan administrator in your attempt to get the form, and

- attest to the IRS that you were unable to obtain it.

Complete a Form 1099-R as if you actually received the correct form. Enter as much information about the payer as you can, including name, address, and the amounts for 2020. Then complete the information for the substitute form.

Type 4852 in the search box then select the Form 4852 form and click Open Form button. Follow the directions at the top of the page for entering the 1099 R information. See screenshot below.