- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
The company was able to issue to you a new original Form 1099-R to replace the first original Form 1099-R because they had not yet done the electronic filing with the IRS. In other words, the IRS will never see the first Form 1099-R that they sent to you. That's why the CORRECTED box is not marked.
This leaves you with nothing to report about this on your 2022 tax return and no need to request a filing extension for this. Entering a Form 1099-R that has all zeros for dollar amounts has no effect on your tax return and would just cause TurboTax to complain. Simply omit it.
‎April 4, 2023
11:14 AM
3,677 Views