dmertz
Level 15

After you file

You can enter a code P or code R 2018 Form 1099-R into 2018 TurboTax, but unless there is tax withholding shown in box 4, 2018 TurboTax will ignore it other than to inform you that the effect of the return of excess contribution or recharacterization should have been reflected on your 2017 tax return.  If effect of the transaction was not already properly reflected on your 2017 tax return, you would need to amend your 2017 tax return.  If you use 2017 TurboTax to amend your 2017 tax return you would prepare the amendment by entering this 2018 Form 1099-R into 2017 TurboTax and indicating in the follow-up that it's a 2018 Form 1099-R.

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