MarilynG1
Expert Alumni

Get your taxes done using TurboTax

No, you would only indicate a 'Substitute 1099-R' if you were unable to get a Form 1099-R or W-2. 

 

Follow the instructions for creating the 1099-R for Removal of Excess Contribution as given.

 

Click this link for more info on Form 4852.

 

 

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