You could prepare a substitute form 1099-R in TurboTax. However, I recommend that you contact the administrator and inquire about the form... it will be much easier to data enter if you had one... and for matching purposes as well. If the form was issued to you, the IRS has a copy of it.
Form 1099-R (or it's substitute) is entered as follows:
- Federal Taxes
- Select Wages and Income
- Scroll down to Retirement Plans and Social Security
- Select IRA, 401(k), Pension Plans (1099-R)
- On the screen Tell Us Which 1099-R you have, select I need to prepare a substitute 1099-R and continue. Please prepare the form to the best of your knowledge.
