topic How do I get the form for my 1099-R? in Retirement tax questions

How do I get the form for my 1099-R?

janeo1999 — Mon, 09 Mar 2026 06:21:31 GMT

Yes, you didn't give me the form. If you don't have the form, I will have to file someplace else.

Re: How do I get the form for my 1099-R?

Hal_Al — Sun, 06 Feb 2022 20:08:26 GMT

What form? For most people the info on the 1099-R goes directly to line 4b (IRAs) or line 5b (pensions) of form 1040. When needed, TurboTax will put info on line 4a or 5a of form 1040 and generate form 8606. I will also generate the penalty or penalty exception form 5329, if needed.

Re: How do I get the form for my 1099-R?

DoninGA — Sun, 06 Feb 2022 20:11:55 GMT

TurboTax does not have access to your Form 1099-R nor will any other tax preparation software company.

You receive this form from the plan administrator who should have mailed you the form no later than 01/31/2022 for a 2021 distribution. If you have not received the Form 1099-R then you will have to contact the plan administrator for assistance in getting the form.

If available you may be able to import the form.

See this TurboTax support FAQ for importing a form 1099 - https://ttlc.intuit.com/community/entering-importing/help/how-do-i-import-my-1099/00/26254

Once you have the Form 1099-R use this procedure to enter the form -

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

Re: How do I get the form for my 1099-R?

HelenC12 — Sun, 06 Feb 2022 20:16:59 GMT

Are you referring to the import feature? We'd love to help you complete your tax return, but need more information. Can you please clarify your question or request?