It is best to contact the financial institution that paid your retirement income to request a 1099-R form. However, you can also follow the directions below to create a substitute 1099-R form. Sign in to your account. Click take me to my return. (unless already in return) Click my account, at the top of the page. Select Tools in the drop-down menu. Click topic search, type in form 1099-R and click go. On the next screen, click add another 1099-r and click I'll type it in myself. On the next screen, click the box next to, I need to prepare a substitute 1099-r.

Question

I took out my retirement and dont have the tax paperwork how do I put it in

Forum|Forum|6 years ago
March 22, 2020
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TurboTax Free Edition Online

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KatrinaB48

It is best to contact the financial institution that paid your retirement income to request a 1099-R form. However, you can also follow the directions below to create a substitute 1099-R form.

Sign in to your account.
Click take me to my return. (unless already in return)
Click my account, at the top of the page.
Select Tools in the drop-down menu.
Click topic search, type in form 1099-R and click go.
On the next screen, click add another 1099-r and click I'll type it in myself.
On the next screen, click the box next to, I need to prepare a substitute 1099-r.