@USAFXXX wrote:
Thank you for the steps. Do I need to list the financial institution information such as Vanguard, their address, and their TaxId as I complete the boxes of the 1099 R?
Yes. You are filing a real 1099-R early, however the information is just to satisfy TurboTax to think that it is a real 1099-R because nothing other then the 1040 line 4 information goes to the IRS. The "form" you enter is just a data entry screen and not a 1099-R form.
(The only time that the 1099-R information goes to the IRS is for there is tax withheld in box 4 on the 1099-R).
**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.**
