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If my gross distribution was not actually distributed, do I need to get a revised 1099-R, or complete any other forms?
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April 12, 2021
7:33 AM
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Retirement tax questions
No, don't necessarily need to get a corrected 1099-R form. After you enter you 1099-R, answer the subsequent questions as to what the 1099-R form was actually for.
For example: The money distributed was rolled over into another retirement fund.
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April 12, 2021
7:52 AM
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Retirement tax questions
The payer would generally not issue any Form 1099-R if there was no distribution. Why do you believe that there was no distribution?
April 12, 2021
8:18 AM