DianeW777
Expert Alumni

Get your taxes done using TurboTax

It depends.  The 1099-R is required to be filed as income you received in 2023.  Unless the plan administrator will issue a corrected form you should report it, however when you call make sure of what they will do because if they will issue a correction, you may receive another 1099-R in 2024.  

 

Possible Scenario 2024: You report the 1099-R in 2023, they reissue the check, then send another 1099-R in 2024.  You can use the following step to remove the 1099-R in 2024 after you enter it in your return.

Other Miscellaneous Income:

  1. Go to the Wages and Income  section of TurboTax
  2. Scroll to  Less Common Income > Select  Miscellaneous Income, 1099-A, 1099-C
  3. Select Other reportable Income > Enter a description (2023 1099R) and the amount as a negative (-2000)

@mc135 

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