@ipc1 wrote:
Does the substitute 1099-R selection process result in the generation of the Form 4852?
Yes but why would you need a substitute?
Is there a problem with the original 1099-R that that the insurer refused to correct?
That is the only reason for substitute and you must include a statement of the error and that the issuer refused to correct it.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
