RobertB4444
Expert Alumni

Get your taxes done using TurboTax

You need to enter your 1099-R in the 1099-R section and let the system populate the 4852 for you.  You have worked backwards and confused the machine.

 

To start with clear the entries that you have made in the 4852.  May be easiest to delete the form.

 

Then go the the 1099-R section in the wages and income section of your federal return.  After you enter the information for the 1099-R that you want to create check the box for I need to create a substitute 1099-R.  The system will ask questions about it and after you answer those questions you'll get your 4852.

 

@MikeL15 

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