It's hard to know what to do in a situation like this. You could poke around and see if one of the other providers has a way to attach a PDF of your OMB CSA- or CSF-1090-R to the WI forms, but I'm somewhat skeptical as to whether WI accepts any PDFs/pictures with their e-file system (someone else may know better)
Options:
1) Certainly, you could still use TTX to prepare your Federal and WI tax returns, and just print mail-file the WI forms and attach the OMB CSA/CSF-1099-R form, along with any other tax forms that show actual WI withholding (even if it was not indicated that it was required to attach that CSA/CSF-1099-R.)
or
2) See if the new TTX 2022 WI software has a way to attach a PDF or picture of that CSA/CSF-1099-R this year. We aren't informed ahead of time of new software updates/options that may be available this year.
or
3) Or take a flyer this year, and e-file the WI form as usual, and after it is electronically accepted (make sure it is "Accepted"), you send in a copy of your actual OMB CSA/CSF-1099-R right away by mail , attaching it to WI Form W-RA. (Be sure to keep the original)
________________
The 2022 Form W-RA isn't up on the WI tax website yet, but you can see what's involved by printing the 2021 form:
DOR 2021 Individual Income Tax Forms (wi.gov)
You'd use the final checkbox "Other". You'd have to see the new 2022 Form W-RA when it is published, to see if it might include a special box for your exact form...they might if this is a recurring problem for many WI residents. That might speed up your WI "refund" some, or prevent similar future problems like what occurred in the past.
AND.....You might also double check the WI Electronic Filing instructions sheet that you printed out with your prior year WI tax returns to see if TTX actually included (maybe) & told you to mail this in that Form W-RA with the CSA/CSF-1099-R in your prior years...and maybe you just missed seeing it.......I have no idea what shows up myself....I don't have WI software.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
