DanaB27
Expert Alumni

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):

 

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top right and type “1099-R” 
  3. Click on “Jump to 1099-R” 
  4. Select "Change how I enter my form" on the "Let's import your tax info" screen
  5. Select "Type it myself"
  6. Box 1 enter total distribution (contribution minus loss)
  7. Box 2a enter $0
  8. Box 7 enter J and 8
  9. 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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