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Retirement tax questions
Thanks for your response. When I click to the right of IRA 401(k) Pension Plan Withdrawal (1099-R) (Learn More) the a window opens containing information but no mension of substitute 1099-R. If I click to the far right (Update) I see a summary of the information I have entered for that section and an option to add a 1099-R but not a substitute 1099-R. If I click the 1099-R link I am able to add the information received in the 1042-S and the information is saved as a 1099-R. At no time is there a link to file a substitute 1099-R. In prior years this option was available but not in the 2026 version, at least as far as I can see. I am running Home and Business Desktop. Any other suggestions?
Sunday