When you create a substitute 1099-r then you will not be able to e-file.
Please delete the substitute 1099-R and enter the created 1099-R as a regular 1099-R so you can e-file.
To create a 1099-R in your 2020 return please follow the steps below:
- Login to your TurboTax Account
- Click on the Search box on the top and type “1099-R”
- Click on “Jump to 1099-R”
- Select "I'll type it in myself"
- Box 1 enter total distribution (contribution plus earning)
- Box 2 enter the earnings
- Box 7 enter P and J (for Roth IRA)
- On the "Which year on Form 1099-R" screen say that this is a 2021 1099-R.
You will get a 1099-R 2021 in 2022 with codes P and J (for Roth IRA). Since you are reporting it now then ignore the 1099-R when it comes unless there is Box 4 Federal Tax withholding and/or box 14 State withholding. Then you must enter the 2021 1099-R into the 2021 tax return since the withholding is reported in the year that the tax was withheld. The 2021 code P will not do anything in 2021 tax return but the withholding will be applied to 2021.
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