topic I did not receive a 1099-R tax form, but turbotax is requiring me to enter information from this form. What should I do in this situation? in Retirement tax questions

I did not receive a 1099-R tax form, but turbotax is requiring me to enter information from this form. What should I do in this situation?

dyll-n1824 — Fri, 02 Apr 2021 19:45:29 GMT

Re: I did not receive a 1099-R tax form, but turbotax is requiring me to enter information from t...

BillM223 — Fri, 02 Apr 2021 20:05:54 GMT

How is TurboTax requiring you to enter this information? TurboTax does not know if you have received the form or not.

Note that it is possible to accidently indicate to TurboTax that you have a 1099-R, so in the Review TurboTax will insist (correctly) that you complete it.

If you don't have a 1099-R, then please do a Search (upper right) for 1099-r and click on the jump-to link (Mac users must find 1099-R in the Topics List). NOTE: when you type in 1099-r, just hit enter - do not click on any of the suggested search terms.

This will take you to the 1099-R area in the interview. If you had already accidently indicated that you had a 1099-R (it's easier than you think), then use the Delete button or the trash can icon on the right to delete it.

Re: I did not receive a 1099-R tax form, but turbotax is requiring me to enter information from t...

fanfare — Sat, 03 Apr 2021 02:10:46 GMT

did you get a 1099-R in the mail but miss it, or mistake it for junk mail?

Did you go online to your account to find the electronic copy of your tax documents.?