dmertz
Level 15

Retirement tax questions

There is no need for a corrected Form 1099-R.  In the follow-up after clicking the Continue button on the Your 1099-R Entries page, enter the amount of these distributions into the Equal Periodic Payments box and TurboTax will report them on Form 5329 as qualifying for the SEPP exception to the early distribution penalty.

View solution in original post