How do I file a substitute CSA 1099-R/

carolebaker843 — Wed, 11 Mar 2026 21:52:39 GMT

Re: How do I file a substitute CSA 1099-R/

BillM223 — Fri, 13 Mar 2026 22:26:11 GMT

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.

topic How do I file a substitute CSA 1099-R/ in Retirement tax questions

How do I file a substitute CSA 1099-R/

Re: How do I file a substitute CSA 1099-R/