Retirement tax questions

On your 1099-R with code 8,  taxable amount box 2a should be zero.

complain again to Morgan Stanley.

You may have to file 4868 request for extension of time to file.

OR

if you are using CD/Download, enter 2a = zero yourself and

enter the explanation of why you are doing that.

Include dates and amounts.

 

obviously it's preferable to get a corrected 1099-R.