The issue I had with an incorrect 1099R was for last year's tax, but I still remember the following:1. Once financial institutions finalized and sent out the pa...
Thank you for your second answer.I was thinking the same thing and typing a follow-up while you replied. "Great minds meet".I take it that splitting the reporti...
Again thank you DavidD66 for your answer.I was thinking more about it and may be the another approach would be to split the reporting of the 1099R into 2 so tha...
Thank you for your answer.In Turbotax Premier 2020, after transferring the info contained in the 1099R, e.g. with "10" for box 1 (Gross distribution), "5" for b...
If you have been using Turbotax, I would follow their outline and just fill in their blanks because their set up is quite comprehensive. Turbotax calculations b...
