Adamax
Returning Member

Retirement tax questions

Thank you for this. It seems that the 99-999999 TIN is rejected by TurboTax itself when I tried to input it manually in the substitute form 1099-R (i.e. when it comes to review the return, TurboTax highlights that mock TIN as invalid and requires me to change it).

 

It seems that the other alternative is to just report the lump sum distribution under 1099-MISC?