JulieS
Expert Alumni

Retirement tax questions

Yes, if you follow the procedure for filing with a Form 4852, the IRS will look into whether the 1099-R was completed correctly. 

 

The state of Maryland could say it is incorrect, but I also agree this is the best way to handle the situation. Click here for more information. 

 

Be sure to contact the IRS first by calling them at 1-800-829-1040  or make an appointment at the Taxpayer Assistance Center (TAC). Click here to find a TAC near you. 

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