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Retirement tax questions
I think you are trying to enter a substitute Form 1099-R in TurboTax. You can do that as follows:
- Go to the personal income section of TurboTax
- Find the Retirement Plans and Social Security menu option
- Start or Update IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Choose Add Another 1099-R
- Choose I'll type it in myself
- 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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‎April 4, 2024
4:35 PM