dmertz
Level 15

Retirement tax questions

Enter it as a normal Form 1099-R, not a substitute Form 1099-R.  A substitute Form 1099-R implies that the payer issued an incorrect Form 1099-R and will not correct it or failed to issue a Form 1099-R that was required to be issued, neither of which is the case here.  Entering it as a substitute Form 1099-R will prevent e-filing your tax return.

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