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Get your taxes done using TurboTax
If the payer refuses to correct the 2022 Form 1099-R then you would have to file a substitute Form 1099-R (you won't be able to e-file):
- Login to your TurboTax Account
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R”
- Select "Change how I enter my form" on the "Let's import your tax info" screen
- Select "Type it myself"
- Box 1 enter total distribution (contribution minus loss)
- Box 2a enter $0
- Box 7 enter J and 8
- Continue through the questions until the "Do any of these situations apply to you?" screen select "I need to file a substitute 1099-R"
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April 15, 2023
9:51 AM