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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. "
At what point does this option appear? "Then, check the box" --- when does that show up? I'm using Turbo Premiere online. We have a set of1042-S forms (erroneously sent in place of a 1099-R, but that's a separate painful story). So I have to improvise filling out the 1099-R because the fields do not match. When does the option to "prepare a substitute 1099-R" appear? (This option should make itself known in advance.)
May 15, 2021
8:14 AM