VB58
Level 2

Retirement tax questions

Thank you Mary,

 

I have a couple of questions, When I go to fill out the 1099-R Turbo Tax keeps asking me for the Payer's Federal Tax Number. I do not know this information and according to the help information it can be left blank if you don't know it. Because this is a Substitute 1099-R is it required?

 

My other question is do I have to notify the IRS that I didn't receive the 1099-R? Everything I am seeing it says that the IRS will provide me with a Form 4852. I have this form in the Turbo Tax software already. This is a little confusing to me.

 

Thanks.