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After you file
Yes, as you enter 1099R information, you will see a screen that looks like the screenshot I included below. this is where you tell you program you want to enter substitute 1099R information.
- Go to federal>wages and income>all income
- Retirement plans and Social Security>show more
- Ira (401K), pension plan Withdrawals(1099R) Start
- Here you will enter your 1099R as accurately as you can.
- After entering, you will have a series of follow up questions. Continue until you see a screen just like the one you see below.
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‎January 31, 2021
3:12 PM