Question

Did not receive 1099R

Forum|Forum|11 months ago
April 15, 2025
2 replies
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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

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