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Get your taxes done using TurboTax
Report it in retirement plans and tell the system that you need to create a 'substitute 1099R'. That will trigger all the help you need. You will also be able to enter all of the information that you have ready there.
When you do receive the 2025 1099-R then you can ignore it. You will have already reported it.
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March 12, 2025
11:20 AM