How to fill out a form 4582 (substitute for form 1099-r distribution from annuities due to retirement

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Why do you think you need a substitute?

Is the 1099-R incorrect?

Does the payer refuse to correct it?

What exactally is wrong?

**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.**

Did you receive any distributions from a retirement plan after 2020? For this question, if I withdrew my 401k in September of 2020, would the answer be yes?

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Expert does your taxes

Do it yourself

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Expert does your taxes

Do it yourself

Resources

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How to fill out a form 4582 (substitute for form 1099-r distribution from annuities due to retirement

How to fill out a form 4582 (substitute for form 1099-r distribution from annuities due to retirement

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How to fill out a form 4582 (substitute for form 1099-r distribution from annuities due to retirement

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How to fill out a form 4582 (substitute for form 1099-r distribution from annuities due to retirement

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