ThomasM125
Expert Alumni

Get your taxes done using TurboTax

If the distribution was not reported on a form 1099-R, as it should have been, you can create a substitute form 1099-R to report it, by amending your 2019 tax return.

 

 To report the earnings on the contribution, you should enter a Substitute form 1099-R.  You will see an option for this when you see the screen Tell us Which 1099-R You Have. 

 

Enter in box 1 the distribution amount.  In box 2 enter the earnings. Enter code "8" and "T" in box 7. 

 

 

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