ThomasM125
Expert Alumni

Retirement tax questions

If you receive a form 1099-R reporting the excess earnings in box 7, code 8 or P, you can enter that form to report the earnings. You can also create a substitute form, but you will need to enter a federal ID number for the form 1099-R if you want to e-file your tax return.

 

 

[Edited 2/5/2021 8:18 PST ]

@ziginnj

[Edited 2/9/2021 11:57 PST ]

@ziginnj

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