DanaB27
Expert Alumni

Get your taxes done using TurboTax

No, do not select that it is a substitute Form 1099-R.

 

Also, please make sure you click "Continue" after all 1099-R are entered. Continue until "Did you use your IRA to pay for any of these expenses?" screen and enter the amount of earnings under "Corrective distributions made before the due date of the return". This question is important to get the exception for the 10% early withdrawal penalty.

 

@sktsiu 

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