You'll need to sign in or create an account to connect with an expert.
Yes,
If the payer did not issue a 2022 Form 1099-R for this distribution, the distribution is 2023 income that will be reported on a 2023 Form 1099-R which you'll enter into 2023 TurboTax next year. You are not permitted to report such a distribution on your 2022 tax return by entering a substitute Form 1099-R. It's your responsibility to request distributions in a timely manner such that the payer following its normal distribution procedures can complete the distribution before the end of the year.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
msv1
New Member
Gina2020
New Member
johnorland
New Member
megane
New Member
Fernanag
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.