JamesG1
Employee Tax Expert

Retirement tax questions

In either TurboTax Desktop or Online, enter the information as if it were reported on an IRS form 1099-B.

 

Under Retirement Plans and Social Security, click to the right of IRA 401(k) Pension Plan Withdrawal (1099-R).

 

At the screen Do any of these situations apply to you?, select I need to file a substitute 1099-R.

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