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Retirement tax questions
That is correct. Form 4852 is only used if you did not receive the original tax form or if there is an error on your form that the payer does not correct. In your situation, it would be the 1099-R.
If your retirement account was held with an investment advisor, the pension should have protected under the Employer Retirement Income Security Act (ERISA). It may be helpful to look at the resources on that page to see if you have any further steps you can take for the lost funds.
The IRS relies upon the information reported on your 1099-R form. To avoid any delays in processing your return, the information reported on your tax return should match the tax forms provided to you.
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‎April 19, 2024
11:42 AM
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