RobertB4444
Expert Alumni

Retirement tax questions

The IRS matches the documents to your tax return.  There is nothing wrong with adding money to your tax return that the IRS doesn't have.  But they frown greatly upon forgetting to add money that is supposed to be there.  

 

So if you add the 1099-R to your return it won't cause you any problems.  Unless the 1099-R shows up next year and then isn't included on your 2022 return.  You need to make sure that the returns match the documents that the IRS has.  If the 1099-R that you're getting is dated 2021 when it shows up then adding it to your 2021 return now is fine.  But if it shows up dated 2022 then you have issues.

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