Re: In your open return (TurboTax Deluxe Windows) ...
AnnetteB6
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:

 

 

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