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Retirement tax questions
You do not mark the CORRECTED box on TurboTax's 1099-R form unless it was marked on the Form 1099-R that you are disputing. Enter the Form 1099-R as received except for the boxes in which you are substituting corrected values.
However, I haven't found any posts of yours where you mention why you believe that the Form 1099-R is erroneous. Forms 1099-R and the tax code associated with distributions reported on Forms 1099-R are complicated, so it's not uncommon for someone to believe that a Form 1099-R is erroneous when it is not. Perhaps it would be useful to explain here why you think that the reporting provided by the annuity company is incorrect.
‎October 18, 2024
10:25 AM