Since the 1099-R forms are dated in different years, the IRS will assume you received that income in the years listed on the forms. So, the easiest way to handle the situation would be to amend the return for those years and report the income as listed on the form. Also, there would be penalties involved for not reporting the required minumum distributions in the years they were reported. Whether that is correct tax treatment is debatible.
Your other option is to enter a substitute 1099-R form in the current tax reporting year and enter the income reported in prior years in the current year. If you do that, you will probably get an assessment of tax from the IRS for the distributions reported in prior years and you will have to wrestle with them about it.
Follow these steps to enter a substitute form 1099-R in TurboTax:
Choose the Federal option on your left menu bar
- Choose Wages & Income
- Choose the Retirement Plans and Social Security menu option
- Choose IRA, 401(k), Pension Plan Withdrawals(1099-R)
- Choose the enter 1099-R option
- Choose Change how I enter my form
- Choose Type it in myself
- Choose Financial institution or other provider (1099-R)
- Enter in as much information as you can regarding the pension income
- Work through that section until you see Do any of these situations apply to you?
- Choose I need to file a substitute 1099-R
- Complete the information requested
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