Retirement tax questions

Hi Pokey54,

Per your instructions “So, I went into the forms and I called up a form 1099-R instead of using the step by step instructions.  I typed in the form I needed, 1099-R and opened up a new form and I put everything in the form itself. “    

How do you call a NEW form?  Under ‘View>Forms’ After I deleted Form 1099-R and Form 5329-S TT only displays the forms that it generate for my tax return.   

Thank you!