@qofmiwok wrote:
Mine is a solo 401k with eTrade; they are my plan administrator and issue all the tax forms. They just don't seem to know what they are doing. First they issued a 2018 5498, which they acknowledged was wrong. Then after months and months of saying it was in process, they finally issued this 2018 1099-R last week which is also wrong. I know they were "required" to issue one by Jan 31, 2019, but it's not like I can make them do this right. I have contacted them dozens of times and they just seem to pass the information along to someone else. Maybe it's outsourced but I don't know who it's outsourced to.
You can prepare a substitute 1099-R as dmertz said above. Select the "I need to prepare a substitute 1099-R" box in the 1099-R type screen. The interview will ask for an explanation as to why you are using a substitute,a then ask the steps that you took to get it corrected. Just repeated what you said above.
(Personally I would find a different trustee that knows what they are doing to administrate my account.)
**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.**
