Try going back to the beginning of the Form 1099-R entry screen and delete the Form 1099-R that you entered.
Use these steps:
- On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
- This opens a box where you can type in “1099-R” and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
- The search results will give you an option to “Jump to 1099-R”
- Click on the blue “Jump to 1099-R” link
- Click Delete or the trash can icon next to the Form 1099-R that is asking you for information about a substitute form
Then, re-enter the Form 1099-R information. Pay close attention to the very first screen and be sure that you do not check the box stating that you need to prepare a substitute 1099-R. Once it is checked, the information cannot be changed without deleting the 1099-R and starting over.
@lwang1
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