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.**