Quick followup question (this original post and response is very helpful, so thanks!)
I have received my excess check with a clear breakdown of excess vs. earnings. I've entered the total amount in Box 1, the taxable amount in Box 2A, and Code 8 in Box 7. However, TurboTax won't let me complete the filing without a TIN for the payee (John Hancock in this case). Since I haven't received a 1099-R (and won't until next year), is there a workaround for this? Or should I simply leave the payee information completely blank? Thanks!
