DanaB27
Employee Tax Expert

Retirement tax questions

No, it isn't a good idea to leave the Form 1099-R of your 2023 return since it has been reported to the IRS and if it doesn't match up then the IRS will just adjust your return or ask questions.

 

You should enter both Form 1099-R as received and amend your 2022 return to remove the substitute Form 1099-R. Please see How do I amend my federal tax return for a prior year?

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