I received a 1099-R for a closed company funded pension. I had the company transfer the money directly into a Roth IRA. I was told I would be paying tax on the money as it was not going into a traditional IRA. The 1099-R is as follows: gross distribution amount is correct, box 2a is 0.00, box 2b Total distribution box is "X", and box 7 is "G". I would think box 2a should be equal to the gross distribution as it was a purely company funded pension. Having trouble getting help from Human Resources to try to get corrected form if needed. Thanks
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Yes, you would need to use Form 4852 if you cannot get HR to make the correction. Do this in TurboTax by marking the "I need to prepare a substitute 1099-R" box.
Yes, you would need to use Form 4852 if you cannot get HR to make the correction. Do this in TurboTax by marking the "I need to prepare a substitute 1099-R" box.
I can not find out where to start the process to fill out a corrected 1099R. Because I have had money come out correctly in previous years, the form shows up partially filled. Do I need to start a blank form to pick that choice.
Thank you
Yes, as you enter 1099R information, you will see a screen that looks like the screenshot I included below. this is where you tell you program you want to enter substitute 1099R information.
Thank you.
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