How do I file a substitute CSA 1099-R/

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First, you will review this TurboTax FAQ for how to enter a CSA 1099-R.

Then, in the 1099-R interview, you should come to a screen with the title "Do any of these situations apply to you?". The third line (probably) should read "I need to file a substitute 1099-R". Check that box and hit Continue.

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I opened traditional IRA account and contributed for 2025 on 4/14/2026 after filing taxes. I donot have 1099R. How to amend my submission to include form 8606?

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