If you have not received a 1099-R and wish to file a substitute in TurboTax, follow these steps:
Go to Wages & Income on the left panel within your TurboTax account
Click on the +Add more...
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If you have not received a 1099-R and wish to file a substitute in TurboTax, follow these steps:
Go to Wages & Income on the left panel within your TurboTax account
Click on the +Add more income box
Scroll down to Retirement Plans and Social Security and click the down arrow to expand
Click Start to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R)
Click on +Add a 1099-R (Here, you may import or type in by selecting the Change how I enter my form box
On the next screen, you can select Type it in myself, or other options, then Continue
Select the box on the top left for Financial institution or other provider (1099-R), then Continue
Enter the provider's information, then Continue
Enter the details from your Form 1099-R, checking for which Distribution Code was used in Box 7 (or review if imported), then Continue
Continue answering the questions, pressing Continue to advance
When you reach, "Do any of these situations apply to you?", select the third box down "I need to file a substitute 1099-R", then Continue
You will then enter the calculations for the substitute amounts, as well as an explanation, then Continue
Select Skip when complete if you are e-filing your return, or select Print Form 4852
Answer the remaining questions, then Continue
Note: The IRS technically requires that you try contacting the payer before filing a substitute. You can also call the IRS at 800-829-1040 to request a transcript of your wages and income that shows what was reported to them to help you with your entry. If there is an error with the substitute form you enter, you will need to file and amended return to make any corrections, so it's best to be sure of the numbers.