Re: In your open return (TurboTax Deluxe Windows) ...
Employee Tax Expert

Retirement tax questions

To use Form 4852 to prepare a substitute Form 1099-R, you go through the Form 1099-R section itself.  Choose to type in the information for the Form 1099-R instead of trying to import it.  Then, check the box showing you need to prepare a substitute Form 1099-R and follow the instructions on the screen.  


See the picture below for a visual reference:



@Frankie Goes to Bollywood

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
This widget could not be displayed.
Privacy Settings