Please follow the instructions in the Turbo Tax FAQ below to create a substitute 1099-R form.
-
Sign in to your
account.
- Click take me to my
return.(unless already in return)
- Click my account, at
the top of the page.
- Select tools in
the drop down menu.
- Click topic search,
type in form 1099-R and click go.
- On the next screen, click add another 1099-r and click I'll type it in myself.
- On the next screen, click the box next to, I need to prepare a substitute 1099-r.
