Thanks again for your insight. When a Turbo Tax schedule says "For your Records" I have to assume its for your benefit and does not get filed. The other way I can go... is to file a substitute 1099 R based on what I think the code should be (and why I think it so). According to Turbo Tax, substitute 1099R's can be used when you don't get a 1099R or when you think the 1099R is wrong. I guess the 401K administrator and the IRS then work it out?
