When you prepare a substitute Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit Sharing Plans, IRAs, Insurance Contracts, etc., you are saying that the following statement is true:
I have been unable to obtain (or have received an incorrect) Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit Sharing Plans, IRAs, Insurance Contracts, etc., from my provider named (name of provider). I have notified the Internal Revenue Service of this fact. The amounts shown on this statement are my best estimates of all wages or payments paid to me and Federal taxes withheld by this payer during 2021.
Enter the information on the Form 1099-R that you believe is correct. Once you have completed the 1099-R continue through the various screens until you land on the screen labeled Do any of these situations apply to you? then check the box I need to file a substitute 1099-R and continue.
Online editions -
Enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
On the screen Did you get a 1099-R in 2021? Click on Yes
On the next screen click on Continue
On the screen Let's import your tax info Click on Change how I enter my form
On the screen How do you want to add your 1099‑R? Click on Type it in myself
On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue
