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Get your taxes done using TurboTax
You're going to create a substitute 1099-R. Go to that section and enter it as if you had received it, checking the box for substitute 1099-R. Enter the total amount that was returned to you in box 1 and the total earnings that the account had in box 2a. Enter code 8 in box 7.
Then you can ignore the 1099-R when you receive it next year. No need to mess with it.
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March 19, 2025
3:42 PM