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Get your taxes done using TurboTax
Sorry to bother you again, but I tried ' you can try creating a dummy Form 1099-R with zeros in boxes 1 and 2a, code 8 in box 7 and the IRA/SEP/SIMPLE box marked. This will trigger TurboTax to prompt you to enter and explanation after you click the Continue button on the page that lists your Form 1099-R entries.' but TurboTax did not prompt me to do anything. It just accepted the additional 1099-R.
I think I will just remove the dummy form and correct the situation in later in 2022 or 2023 with an amended return, unless you have another idea.
March 24, 2022
2:38 PM