ErnieS0
Expert Alumni

Investors & landlords

You can create a substitute 1099-R in TurboTax Premier online.

 

Enter your information as if you had a 1099-R

 

  1. Type 1099-r in Search (magnifying glass) in the upper right
  2. Select Jump to 1099-r
  3. Say YES to Did you get a 1099-R in 2022?
  4. Skip Get ready to be impressed
  5. On "Let’s import your tax info" go to the bottom and select Change how I enter my form
  6. On "How do you want to enter your 1099-R?" select Type it in myself

After you enter your info, you will see “Do any of these situations apply to you?”

 

Select I need to file a substitute 1099-R and follow the screens

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