Business & farm

RobertB4444,

I see that you have edited your response after a comment by bcv on 4/8/25.

This is not helping me.

What, specifically, do I need to do/ enter in Turbo Tax for the 1040? How do I do to satisfy the IRS that the amount on the original 1099-R has been accounted for? How do I report "manually" prepared 1099-Rs to the IRS? I certainly can't change the 1099-R reported by the Pension fund. If I just enter the lower (correct) amount on the 1040 it will not match what has been reported to the IRS.

Handling a Nominee Distribution for a 1099-Int is pretty straight forward. I need direction on what specific steps to take for the 1099-R. I appreciate ant direction that you can give me.

Thank you for your assistance.