@tim50 , can you do it using TurboTax ? Yes you can , but it takes a little work. What you have to do is effectively enter the details as if you received a 1099-R. For this you need the following info from your bank ( the one that sent you he distribution and the form 1042-S ) --> (a) Gross distribution; (b) Taxable amount or that taxable amount not determined; (c) type of distribution ( usually this is code 7 , normal distribution); (d) whether this is from IRA/SEP/SIMPLE account; . Suggest you download a copy of form 1099-R from www.irs.gov. You may want to fill this out by hand from all the info available on form 1042-S Anything missing, you may need to contact the administrator of the account and get their help .
Once all the data is in place , then go to TurboTax --- go to Pension area { personal Income --> choose "I'll choose what I work on " --> then from the list of incomes , look in the category "Retirement Plans and Social Security", select "IRA, 401(k) ..." next screen "I will type it in myself " --> next screen click the box that says " I need to prepare a substitute 1099-R" -- this is where you enter all the details mentioned above -- then follow through for the next few screens. That should work-- but as I said ., to do this you will need info from what is on your 1042-S and also some from the administrator of the plan.
Is there something more I can do for you ?
