Submit a substitute 1099-R as if the payer did not submit a statement when they should have.
- Down the left side of the screen, click on Federal.
- Down the left side of the screen, click on Wages & income.
- Click the down arrow to the right of Retirement Plans Social Security.
- Click to the right of IRA 401K Pension Plan Withdrawals.
- At the screen Let's import your tax info, select Change how I enter the form.
- At the screen How would you like to upload your 1099-R, select Type it in myself.
- At the screen Who gave you a 1099-R, select Financial institution or other provider. Click Continue.
- At the screen Enter your 1099-R providers info, enter the information.
- Enter the dollar amount in box 1 box 2a and select '7' for box 7.
- At the screen Do any of these situations apply to you, select I need to file a substitute 1099-R.
See also this TurboTax Help that discusses the issue.
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