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Retirement tax questions
@LS56 wrote:
How do I report the income without filling out the substitue 1099R, which seems to be for tax year 2017.
Note: when you do amend the 2018 interview for a code JP will ask if it is a 2018 or 2019 1099-R. Say 2019 and the 2017 becomes 2018 - the year for code P advances by one every year.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎September 10, 2019
7:12 AM
521 Views