@bkg1 wrote:
A few follow up questions as I have the same situation - did return of excess 2020 contribution and 1099R will only be available Jan 2021. Per this thread it looks like I must submit a 1099-R myself.
1. Turbotax Premier Desktop is suggesting Form 4852, is that really needed?
2. Do I need to fill 5329 myself and where is that option?
No. A substitute 1099-R (4852) is ONLY to correct in improper 1099-R that you have received and the insurer refused to correct.
You have not received the 2021 1099- R yet.
This is a year old post about a 2019 tax return.
You should post a NEW question explaining your situation and details.
**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.**
