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The company that issued distributions from your retirement plan is required to report those distributions on Form 1099-R, which will include their EIN/TIN. Payers are required to issue the forms by January 31, 2025.
You may be able to retrieve your Form 1099-R from the payer's website if you haven't yet received it in the mail. You will need the information shown on the form in order to complete the necessary entries in TurboTax to report the income properly. You might also be able to import the form into TurboTax - see the steps below.
Here's how to enter the information on your Forms 1099-R:
In TurboTax Online, under Wages and Income:
See this help article for more information.
Please see this TurboTax tips article for more information about Form 1099-R.
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