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Get your taxes done using TurboTax
What year is in the upper right corner on the 1099R? Is it for 2022? If you got a 1099R that means it already happened. You better call them right away and see what happened with the money. Did you move? Maybe they sent a check to the old address?
You have to enter the 1099R in your tax return. You will get credit for the withholding in box 4 on your 1040 line 25b with all your other withholding. What code is in box 7?
‎February 14, 2023
7:49 AM