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Returning Member

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Hey Rocketbill,

I did the 4852 only, this form replaces your incorrect 1099-r so you complete it as the 1099-r should have been in the first place ie you calculate box 2 showing your tax basis.  place it behind page one of 1040.  You should have gotten a letter via email from the trustee telling you he can't give you tax basis.  I would, on top of form 4852, write, lpi bankruptcy case # and put it in and a copy of his letter.  For all of you wanting to tell me no, i'm only saying what I will do.  I have had no issues, now on year 3.  As long as you can back up what you put on the form, I doubt the irs is going to be that upset at what, at best, is a geography error on your return.  Good luck to you