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Retirement tax questions
Hello Dave,
I am ready to send in my 1099-R's and form 8833, thank you again for your help.
On the 1099-R where it says TIN number, do I just leave it blank? Turbotax won't let
me finish the tax return with it blank though. If I put in 99-0999999 it will accept it.
Should I use that and put a note on the form 8833 about it? I don't know that it needs
to accept it if I'm mailing it in anyway(?)
Also, I saw there is a substitute form for a missing 1099-R: IRS form 4852. Do I use that
or is the 1099-R plus the form 8833 sufficient? It looks like the form 4852 is only for companie
in the USA(?)
Thank you!
Annette
‎February 17, 2023
2:40 PM