RobertB4444
Expert Alumni

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.

 

@Mei1 

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