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Received a 1099-R, but TurboTax insists that I file a Form 4852
I received a 1099-R for a TSA that I rolled over to an IRA in 2024. I've
filled in all of the information in this section on TurboTax Home and Business about 6 times and
every time I get to the end, TurboTax insists that I also fill out a Form
4852.
The only 2 options that I get are "YES, I want to fill out a substitute
form" and NO, I'll come back later to fill out the form"
Is there a way to avoid filling out a Form 4852 or should I just attest
that I was unable to receive a 1099-R and then explain that I actually DID
receive a 1099-R but that TurboTax insisted that I also fill out a Form
4852 in error???
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March 26, 2025
1:52 PM