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finances1
New Member

There is supposed to be teh capability of entering a substitute 1099-R form, but I never get the option.

 
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1 Reply
KrisD15
Expert Alumni

There is supposed to be teh capability of entering a substitute 1099-R form, but I never get the option.

Yes, select the type of retirement account it is, and also select "I need to prepare a substitute 1099-R"

Continue to fill out the 1099-R screen as completely as possible and continue through the interview. 

 

 

 

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