Thanks for your timely response. You're saying that I only have to correct the information myself? However, I was reading the "Learn more" on the screen that asks you if you need to file a "Substitute Form 1099-R". So, I was wondering if, instead, I need to check this box and do this? Because, it says something about needing to file a a Form 4852 as a substitute if you've tried to get the payer to issue a corrected 1099-R and they won't.
It says:
"Form 4852, Substitute for Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, Etc.
Substitute Form 1099-R
If your plan administrator doesn't give you Form 1099-R for 2021 (or the one you receive is wrong and your plan administrator refuses to correct it), do your best to obtain the form or correction before completing a substitute on Form 4852.
You'll be required to:
- describe your communications with the plan administrator in your attempt to get the form, and
- attest to the IRS that you were unable to obtain it.
Complete a Form 1099-R as if you actually received the correct form. Enter as much information about the payer as you can, including name, address, and the amounts for 2021. Then complete the information for the substitute form."
Thanks.
