- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Form 4852 as a substitute for 1099
Half of my pension was removed/stolen. Fidelity reported a 1099 R on various accounts I had with them, including this one. It erroneously indicated that I received the funds and that state and Federal taxes were withheld. In order to get a refund on the taxes I paid on what was stolen, do I fill out the 4852?
Or is there a better way of going about getting that refund?
Thanks
Dale
Topics:
‎April 10, 2024
1:45 PM