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2 replies

ColeenD3
Alumni - Intuit
March 6, 2021

To use Form 4852 to prepare a substitute Form 1099-R, you go through the Form 1099-R section itself.  Choose to type in the information for the Form 1099-R instead of trying to import it.  Then, check the box showing you need to prepare a substitute Form 1099-R and follow the screen instructions.e instructions on the screen. 

Level 15
March 7, 2021

Why do you need to file a substitute Form 1099-R?  Most people who think they need to are incorrect.