DaveF1006
Expert Alumni

Get your taxes done using TurboTax

i my humble opinion as a tax adviser, i would report the original 1099 R and not the 4852.  That is used strictly in case if you did not receive a 1099R, which you did. 

 

If you know the basis of this distribution, you can enter that amount in Box 2A.  if IRS questions you on this at a later time, make sure you have the documentation to prove this basis is correct. From what you have told me, this is a return of contribution.

 

i wouldn't represent this as a negative number on line 21 unless there is no other alternative. 

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