As a follow-up, I have also read online in a few places that filling out a "fake" 1099-R for this year is both unnecessary and problematic. Problematic because I would be submitting a mostly blank form which may flag an audit, and unnecessary because the 402(g) form states I need to report the $2,000.97 this year as income, but not the specific way to do so, and the easiest way would be submit it as "Miscellaneous Income". The only downside is that to report Miscellaneous Income, I need to upgrade to the Deluxe version of TurboTax. Does this make sense? I still don't know what exactly to do!
