ThomasM125
Expert Alumni

Retirement tax questions

I think you are trying to enter a substitute Form 1099-R in TurboTax. You can do that as follows: 

 

  1. Go to the personal income section of TurboTax 
  2. Find the Retirement Plans and Social Security menu option
  3. Start or Update IRA, 401(k), Pension Plan Withdrawals (1099-R)
  4. Choose Add Another 1099-R
  5. Choose I'll type it in myself
  6. On the screen that says Tell Us Which 1099-R You Have choose I need to prepare a Substitute 1099-R

 

After you complete the Form 1099-R entries, later on you will see an option to complete Form 4852.

 

 

 

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