You would enter the 1099-R information as if you received an IRS form 1099-R. At the screen Do any of these situations apply to you? select I need to file a substitute 1099-R.
Follow these steps to report the transaction:
- Across the top of the screen, click on Personal.
- Across the top of the screen, click on Personal income.
- Click on I'll choose what I work on.
- Scroll down to Retirement Plans Social Security.
- Click Start / Update to the right of IRA 401K Pension Plan Withdrawals.
- At the screen Let Us Enter Your Bank and Brokerage Tax Documents, select Skip Import.
- At the screen Who gave you a 1099-R, select Financial institution or other provider (1099-R). Click Continue.
- At the screen Enter your 1099-R providers info, enter information. Click Continue.
- At the screen Enter your 1099-R details, enter Box 1, Box 2a and Box 7 information at a minimum.
- At the screen Is the IRA/SEP/SIMPLE box on this 1099-R checked?, select No. Click Continue.
- At the screen Where is your distribution from?, select Other distribution. Click Continue.
- At the screen What kind of retirement plan do you have?, select information. Click Continue.
- At the screen Do any of these situation apply to you?, select I need to file a substitute 1099-R.
You may not be able to electronically file and you may have to mail to the IRS supporting documentation.
@Jeff_Sinclair
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