How do I fill out a Form 4852 Substitute for 1099-R?

Forum|Forum|5 years ago
March 23, 2021
2 replies
4 views

I received a distribution but want to roll all of it (except taxes) back into the IRA

TurboTax Deluxe Online

dort6Author

Level 2

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macuser_22

Alumni - Champ

What was wrong with the original 1099-R that you need a substitute for? Is there an error on it? If so, have you contacted the issuer?

What is stopping you from rolling it over with the original 1099-R?

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

dmertz

Level 15

Unless it's a Coronavirus-Related Distribution or a disaster distribution, it's generally too late to roll over a distribution received in 2020.

None of the information provided so far suggests that there is any reason to file a substitute Form 1099-R.

dort6Author

Level 2

The principal part of the RMD was put back into my account in December. But I'm having trouble filing to get my taxes back. TurboTax says I need to file a 4852 or Substitute 1099-R?

macuser_22

Alumni - Champ

Just enter the 1099-R and indicate the amount actually rolled over. Unless you rolled over the entire amount and used other funds to replace the tax withheld, then amount of box 4 tax will be a taxable distribution on the 1040 line 4b. Any box 4 tax withheld will go on the 1040 line 25b and will be applied to offset your total tax or be added to your refund.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**