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April 14, 2025
Question

Rcvd a 401K dstrbtn. No rllovr. Did nt rcv a 1099. How can I enter info on intuit? Plan completely unresponsive. Thx

  • April 14, 2025
  • 1 reply
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    1 reply

    April 15, 2025

    Is there any way you can check online if you can get a Form 1099-R? If you tried to get a Form 1099-R but failed then you could enter a substitute Form 1099-R to report the distribution. But note them you are not able to e-file and will have to print and mail your return.

     

    Please see How do I file an IRS tax extension?

     

     

     

    Please follow these steps to enter a substitute Form 1099-R in TurboTax Online:

     

    1. Click on "Search" on the top right and type “1099-R” 
    2. Click on “Jump to 1099-R” 
    3. Select "Change how I enter my form" on the "Let's import your tax info" screen
    4. Select "Type it myself"
    5. Fill out Form 1099-R
    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"
    7. Continue through the screens

     

    In TurboTax Desktop:

     

    1. Click "Federal Taxes" on the top and select "Wages & Income"
    2. Click "I'll choose what to work on"
    3. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)
    4. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
    5. Click "I'll Type it Myself"
    6. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc." and check "I need to prepare a substitute 1099-R"
    7. Fill out Form 1099-R
    8. Continue through the screens
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