dmertz,
Thank you so much for a good idea about form 4852.
By the way, I have already filed a form 5329 (to waive penalty for missing 2022RMD) along with 2022 1040 return in April 2023.
Now the company admitted that there is an adjustment for 2022 tax year but declined to issue a corrected 2023 1099R, and just asked me to modify the taxable amount with explanation and supporting docs.
There are two options without filing amended 2022 return to avoid double-taxation:
1. In the 2023 1099R, I manually modify the taxable amount with explanation. Review of Turbotax shows no error.
2. Add 2023 form 4852 to report corrected taxable amount (do I need to delete the 2023 1099R from the company in Turbotax?)
Thanks,
--wc
