AmyC
Expert Alumni

Retirement tax questions

Follow these steps:

  1. In federal income,
  2. click on 1099-R to start/edit/update.
  3. The program says Tell Us Which 1099-R You Have
  4. List of forms shows 1099-R, CSA, RRB and asks who does the form belong to - if married.
  5. Select 1099-R and stay on page
  6. Below that, is a box that says I need to prepare a substitute 1099-R.
  7. Check the box, then continue

@PeteZagai

 

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