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Retirement tax questions
Yes, you can create a substitute 1099-R in the Retirement Section.
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.
‎February 2, 2022
10:12 AM