dmertz
Level 15
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Get your taxes done using TurboTax

Although the substitute Form 1099-R entered into 2021 TurboTax was incorrect, it produced the correct taxable result on the 2021 tax return so I would do nothing.  Entering this 2022 Form 1099-R into 2022 TurboTax will have no effect on the 2022 tax return, so you can either enter it or omit it from 2022 TurboTax.  If you enter it into 2022 TurboTax , TurboTax will simply remind you that it was reportable on the 2021 tax return.

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