You can post the information, and then add a 1099-R
Under Federal
- Wages & Income
- Scroll to IRA, 401(k), Pension Plan Withdrawals (1099-R) [Add/Edit]
- Did you get a 1099-R in 2024? [yes]
- If you are adding a 1099-R [+ Add another 1099-R]
- The steps are the same from here
- [Change how I enter my form]
- [Type it Myself]
- If necessary chose a person [Continue]
- Who gave you a 1099-R? Click box [Continue]
- Post the 1099-R Information as best you can
- Be sure to enter box 7 as 7 Normal Distribution [continue]
- Do you have info in Box 2a or Box 2b? Yes/No
- Is the IRA/SEP/SIMPLE box on this 1099-R checked? [no]
- Where is your distribution from? Probably None of the above
- This should be a Non Qualified Plan
- Do any of these situations apply to you?
- [X] I need to file a substitute 1099-R
- Post this and complete the interview
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