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oldtownkayaks2
March 10, 2023
Question

I do not have a RMA form. What can I do?

  • March 10, 2023
  • 1 reply
  • 0 views
I do have a statement with withdrawal amount and
fed tx w/h and st tx w/h amounts and the Net Amount of check. It has the PF number and ck number.

1 reply

P
PattiF
March 11, 2023

If you cannot get a 1099-R issued for your retirement distributions (please verify with the plan administration) then you will have to create a substitute 1099-R:

 

  1. Login to your TurboTax Account 
  2. In the income section, under Retirement
  3. Select 1099-R”
  4. Select "Change how I enter my form" on the "Let's import your tax info" screen
  5. Select "Type it myself"
  6. Continue through the questions until the "Do any of these situations apply to you?" screen select "I need to file a substitute 1099-R"
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