Hi RobertB4444,
Yes, I accidentally spotted the “Create a substitute 1099-R” as I was checking through the 1099-R form on April 13th, so I used the method you have suggested - and filed on time!
That approach had made no sense to me initially, because I didn’t have a 1099-R, but knew I had to submit a 4852, as I had done in previous years.
Anyway, I will certainly remember this for next year.
Thanks for getting back to me.
Mike
