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New Member
posted Jun 4, 2019 7:05:54 PM

Can we do our taxes without the 1099R?

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1 Best answer
Intuit Alumni
Jun 4, 2019 7:05:56 PM

You should wait until you have received all your tax forms that are needed for the year that you are filing your return. If you expect to be issued a 1099-R it must be reported on your return. 

Trying to file early and then ending up having to amend because you used incorrect/incomplete information is counter-productive.  If your return is incorrect/incomplete you have to amend it. Amendments have to be mailed and it will take months for the IRS to process your amended return.

1 Replies
Intuit Alumni
Jun 4, 2019 7:05:56 PM

You should wait until you have received all your tax forms that are needed for the year that you are filing your return. If you expect to be issued a 1099-R it must be reported on your return. 

Trying to file early and then ending up having to amend because you used incorrect/incomplete information is counter-productive.  If your return is incorrect/incomplete you have to amend it. Amendments have to be mailed and it will take months for the IRS to process your amended return.