This settlement came from an old 401k plan I no longer have pertaining to a class action suit on how some of the funds were being handled. Upon settlement, a check was issued and directly rolled over into my current plan (different plan). I never touched the money. According to the IRS this does need to be reported and as such they instructed me to fill out a Form 4852. In Turbo Tax, you can't just fill out this form. You have to fill out a 1099-R form, then jump to the Form 4852. This is where I run into issues as it is requiring a Payer's Federal ID number.
The gentlemen at the IRS mentioned to attach a copy of the check or other supporting documentation to show how I came up with the amount that needs to be reported. I cannot find anywhere in Turbo Tax that I can do that.
