You would enter the 1099-R information as if you received an IRS form 1099-R. At the screen Do any of these situations apply to you? select I need to file a substitute 1099-R.
Follow these steps to report the transaction:
- Down the left side of the screen, click on Federal.
- Down the left side of the screen, click on Wages & income.
- Scroll down to Retirement Plans Social Security. Click the down arrow to the right.
- Click Start / Revisit to the right of IRA 401K Pension Plan Withdrawals.
You may not be able to electronically file and you may have to mail in to the IRS supporting documentation
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