Nine months later, too late unfortunately, I came across the directions below. Is there any reason this would not work or does it not work only with on-line turbotax?
If you cannot get a 1099-R issued for your retirement distributions (please verify with the plan administration) then you will have to create a substitute 1099-R:
1. Login to your TurboTax Account
2. Click on the Search box on the top and type “1099-R”
3. Click on “Jump to 1099-R”
4. Select "Change how I enter my form" on the "Let's import your tax info" screen
5. Select "Type it myself"
6. Continue through the questions until the "Do any of these situations apply to you?" screen select "I need to file a substitute 1099-R"
