Should I submit Form 4852 to correct mistake if I am unable to get a corrected 1099-R?

[andyTT]

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

[dmertz · Accepted solution]

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.

[mlwlpt]

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

[DaveF1006]

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. 

1. Go to federal>wages and income>all income
2. Retirement plans and Social Security>show more 
3. Ira (401K), pension plan Withdrawals(1099R) Start
4. Here you will enter your 1099R as accurately as you can.
5. After entering, you will have a series of follow up questions. Continue until you see a screen just like the one you see below.

[mlwlpt]

Thank you.