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Retirement tax questions
@sefcik wrote:
I read online the answer was to file the 4852 and not the incorrect 1099R, but in order for me to complete the 4852 in TurboTax it is making me pull the information from a 1099R that I have entered. So do I include both in my return or pull out the 1099R and mail it in?
Contact TD Ameritrade if the 1099-R you received is incorrect. They will issue you a corrected 1099-R.
‎February 28, 2021
3:19 PM