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Navigate to the 1099-R Section: Go to Federal > Wages & Income > Retirement Plans and Social Security and select Start/Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).
1. Choose to type in the information yourself rather than importing it.
2. Fill in the fields with the correct amounts you believe should be on the form, rather than the incorrect ones you received.
3. After entering the data, continue through the interview screens. Look for a screen titled "Do any of these uncommon situations apply to you?" and check the box for "I need to file a substitute 1099-R".
TurboTax will ask:
Due to IRS regulations, tax returns containing Form 4852 cannot be e-filed. You must print and mail your entire return to the IRS.
MaryK4 describes how to enter a substitute Form 1099-R (Form 4852). However, the majority of people are who think that a Form 1099-R they received is wrong are themselves incorrect. Why do you believe that the Form 1099-R you received is incorrect?
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