I starting receiving a distribution from a pension I did not know I had in 2022. The financial company managed to track me down and informed me that it existed. Required distributions apparently started in 2020 and they have been trying to find me since then. Actual distributions to me started in October 2022 with a lump-sum payment, and I have since been receiving regular monthly payments.
I was expecting my 2022 1099-R to include the lump-sum payment and the monthly payments for 2022. Instead, the financial company issued 3 1099-R forms, one for 2020, one for 2021, and then the third for 2022. I did not receive any money from this pension until October 2022, so shouldn't all of it be declared as 2022 income or do I have to amend the previous years (2020 and 2021) tax returns to show the pension income even though I did not actually receive any pension income in those years?
As far as I can tell this strange scenario is not covered in TurboTax. I can correctly enter in my 2022 1099-R form as expected, but I do not see a way to report the 2020 and 2021 1099-R forms since this is income I received in 10/2022. I know TurboTax will correctly ask about Social Security lump-sum payments, but it did not ask about pension lump-sum payments.
