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?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
HollyP
Employee Tax Expert
HollyP
Employee Tax Expert
3911
New Member
helpinMI
Returning Member
kizeim
New Member