This is apparently the solution (not personally tested yet) for when you cannot get a 1099-R issued for your retirement distributions from your account custodian. You will have to create a substitute 1099-R because TurboTax will not file electronically for you until one has been generated.
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"
I am hoping someone will corroborate if this is true, or is true under limited circumstances. If it is, then I will post a new subject entitled "when you cannot get a 1099-R issued for your retirement distributions." People need to know before they purchase the wrong version of TurboTax as I seem to have done. I did not ask for a refund, I simply discarded the TurboTax output went and had my taxes prepared by a CPA.
