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Retirement tax questions
So I understand all this and see the three choices.
1 Wait for the 1099R ( January 2022) and file an amended return.
2. If I have all the data fill out the 1099R form by hand in Trubotax as if I have already have it now.-
What does the IRS do if you do this before the 1099Rs are traditionally printed for 2021- will it trigger an audit?
3. Fill out the substitute !099R form which says you have not received one from your broker and explain you are doing it so you do not have to file an amended return. This forces you to mail in your return, since when I tried it TurboTax said I was no longer eligible. Is this a better option than number 2?
‎February 26, 2021
8:46 PM