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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.
‎April 10, 2025
8:32 AM