@shiwens wrote:
However just a preemptive question in case they don't do anything (since they basically just responded that that's how they fill the form when I last reached out), would I need to instead select to fill a substitute 1099-R and fill it out with the information from my actual 1099-R but fill 2a with the earnings instead of the whole amount?
Correct. With a substitute 1099-R TurboTax will ask for an explanation statement of the reason for the substitute and the steps you took to get the issuer to correct the error. Since a Roth is after-tax money then returning it is not taxable or reportable but the box 2a earnings are.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
