DX_MB
Level 1
05-05-2021
06:02 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Not sure if all the questions above have been addressed, but I didn't see one potential solution mentioned. For the 1099-R input screen, there is an "Other Information" tab where you can click the box "2021 Form 1099-R with distribution code P or R" to indicate that the 1099-R being reported is an anticipated 1099-R for 2021.