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.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
