hk88
Level 2

Get your taxes done using TurboTax

Thanks @ThomasM125 , Vanguard told me that 1099-R will only be generated next year (2023) since I did the transaction of withdrawing this year (2022). 

- Can you help me understand why do you think this will be the right approach - manually entering the 1099-R (in TurboTax online) while filing the taxes for 2021? 

 

This is what I did in the portal: 2021 Taxes-->Federal-->Wages & Income--> 1099-R--> and now it is asking me to import or manually enter info (including Payer, TIN, .. )-->(box1,2a,...) 

 

- Isthere is another way to "make an entry for a substitute form 1099-R"?