ReneV4
Expert Alumni

Get your taxes done using TurboTax

No. You should not enter either the original Form 1099-R, or the corrected Form 1099-R in your return at all.

 

Instead, keep them for your records and delete both the original incorrect entry, as well as the corrected entry from TurboTax.

 

To delete the entries, go back to Wages & Income, IRA, 401(k), Pension Plan Withdrawals (1099-R), Review

Click the trash can icon to the right of any entries related to this transfer to delete

 

Because a Trustee-to-Trustee transfer is non-reportable and you used a direct transfer, the original  Form 1099-R was issued by mistake and the corrected Form reflects this.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post