How do I enter a recharacterization from a traditional IRA to a Roth IRA into Turbotax when I did not and will not receive a 1099-R?

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How do I enter a recharacterization from a traditional IRA to a Roth IRA into Turbotax when I did not and will not receive a 1099-R?

I recommend that you contact your IRA administrator and request the form. This would be the easiest course of action.

If that is not possible, you can prepare a substitute Form 1099-R within TurboTax:

Follow these steps:

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 through the prompts with the information you have available.

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