i didnt get a 1099r form. what do i do to file my taxes

Forum|Forum|11 months ago
April 14, 2025
2 replies
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i withdrew money from my investment account but didnt get a 1099r. what do i do to file my taxes?

AmyC

If you didn't get a tax form and should have, check your online account for tax documents. Your investment account - like a broker or a bank where you just take your money out? You only pay taxes on income once, not every time you move it around.

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xmasbaby0

You go to the website of the financial institution that manages the retirement account and see if you can import it or you find it on the website and print it for yourself, or you contact them and ask why you have not received it in the mail.

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

AUTO IMPORT

https://ttlc.intuit.com/turbotax-support/en-us/help-article/financial-institution/auto-import/L12wI9uKM_US_en_US?uid=m6wcupvi

NOT ON THE DROP DOWN LIST

If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.

See if your financial institution is on the Partner List - If not, you will have to enter the information manually.

**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.**