BobKamman
Level 15

@Chris268  "I think this should be reported on the 1040 on Line 4 for pensions but I don't think that's possible without the 1099-R.  I have included it on Line 8 of Additional Income as Other Income."

Certainly possible under tax law, maybe not possible under IRS and commercial software rules.  I did look it up, and a 1099-R is required for any payments of $10 or more.  It would help if you would name the case -- JP Morgan has lots of class-action irons in the fire.