@wc158 wrote:
Unfortunately this NOT an option since the company declined to issue any amended 1099R for either 2022 or 2023.
You are already doing a work-around to change your 2023 return. But you are doing it illegally and almost certainly will receive an IRS notice/audit. It is income for 2023. If the won't correct the 1099-R for 2022, you should do the work-around on the amended 2022 tax return.
