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J
jkborowski
April 15, 2025
Question

Did not receive 1099R

  • April 15, 2025
  • 2 replies
  • 0 views
No text available

    2 replies

    X
    xmasbaby0
    Employee
    April 15, 2025

    Have you contacted the bank or financial institution that handles your retirement account to ask where the 1099R went?  Have you tried looking on their website for it?   Have you tried to import it?

     

     

    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
    M
    MAK70
    April 15, 2025

    If you did not receive a 1099-R, you should contact the plan administrator and request one.  If they do not provide it, you can prepare a substitute 1099-R in TurboTax.  Add the form an 

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