My wife is a foreign national receving income in the USA and paying taxes on her income. Previously I was advised to enter her tax information into TT using substitute 1099-R to create a substitute form 4852 but this option does not appear in 2026 Home and Business Mac, at least a far as I can see. What should I do?
TurboTax Mac usually requires you to start as if you have a standard 1099-R before it allows you to flag it as a substitute.
Go to Federal Taxes > Wages & Income.
Scroll down to Retirement Plans and Social Security and select IRA, 401(k), Pension Plan Withdrawals (1099-R).
When asked "Did you receive a 1099-R?", select Yes.
Important: Do not try to import. Choose "Change how I enter my form" or "I'll type it in myself."
Enter the details from her foreign statement as best as you can into the 1099-R fields (converting foreign currency to USD using the average annual exchange rate).
Follow the interview screens until you see a page with a series of checkboxes. Look for: "I need to prepare a substitute 1099-R" or "This is a substitute form."
Checking this box will trigger the generation of Form 4852.
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