I received a 1099-R but I don't have the check

[mc135]

I received a 1099-R in the mail, but I never saw the check for it. It is from an retirement plan, and on Monday I plan to try and track down to see if I can get it reissued. However, do I still file it in my taxes if I never got the check/it is lost? And if I am able to get it reissued am I supposed to file it for this year or wait for next year?

[VolvoGirl]

Why did you get the 1099R?  What code is in box 7?  Was it transferred or rolled over to another account?  Did you have a loan  you didn't pay back when you left?  Could be many reasons why you got a 1099R and didn't get the money.  

[DianeW777]

It depends.  The 1099-R is required to be filed as income you received in 2023.  Unless the plan administrator will issue a corrected form you should report it, however when you call make sure of what they will do because if they will issue a correction, you may receive another 1099-R in 2024.  

Possible Scenario 2024: You report the 1099-R in 2023, they reissue the check, then send another 1099-R in 2024.  You can use the following step to remove the 1099-R in 2024 after you enter it in your return.

Other Miscellaneous Income:

1. Go to the Wages and Income  section of TurboTax
2. Scroll to  Less Common Income > Select  Miscellaneous Income, 1099-A, 1099-C
3. Select Other reportable Income > Enter a description (2023 1099R) and the amount as a negative (-2000)

@mc135