@taxmeplenty wrote:
Thanks @macuser_22. Following the instructions on Form 4852, I called the IRS today to discuss Betterment's 1099-R. They didn't say quite what I expected. I don't have the time or energy to write it up right now, but I'll post back to this thread this weekend if not earlier.
Depending on who you talk to at the IRS, you can get all kinds of different answers, unless you can get by the phone reps (who tend to guess a lot) to a 2nd tier specialist in the subject.
**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.**
