I have to file a form 4852 because my payer won't issue a corrected 1099-R. Do I delete from Turbo Tax the erroneous 1099-R that I received from my payer?

[MinhT · Accepted solution]

Form 4852 is a substitute for your form 1099-R. If you file form 4852, then you need to delete the incorrect form 1099-R in TurboTax.

[888tara]

Received an email that Form 4852 was available - went to open Turbo tax and food that the form would be available soon. Message when I open " Up to Date ". Please advise.

[SForrestLO]

@888tara

The form is available, but it has to be mailed in. You can see this TurboTax FAQ for more information.

IRS forms availability table for TurboTax individual

[dmertz]

The forms availability list is presently wrong with respect to Form 4852.  Form 4852 has not yet been made available for filing, at least it's not in the CD/download version of 2020 TurboTax.

Keep in mind that most people who think that they have an incorrect Form 1099-R and need to file Form 4852 to correct it are wrong.

[sefcik]

I read online the answer was to file the 4852 and not the incorrect 1099R, but in order for me to complete the 4852 in TurboTax it is making me pull the information from a 1099R that I have entered.  So do I include both in my return or pull out the 1099R and mail it in?

[sefcik]

The 4852 can only be completed by completing a 1099R in turbo tax.

[DoninGA]

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@sefcik wrote:

I read online the answer was to file the 4852 and not the incorrect 1099R, but in order for me to complete the 4852 in TurboTax it is making me pull the information from a 1099R that I have entered.  So do I include both in my return or pull out the 1099R and mail it in?

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Contact TD Ameritrade if the 1099-R you received is incorrect.  They will issue you a corrected 1099-R.

[sefcik]

So, should I do  the 1099R the way it SHOULD have been done? It is still taxing me on the full amount of conversion, not the amount I put in line 2a of the 1099R, the taxable amount.  The after tax portion, co-mingled in this account was documented on previous tax returns and 8606's and I provided to TD Ameritrade, but they wouldn't correct the 1099

[sefcik]

I cannot get the form 4852 to all me to enter the taxable amount on line 8b.  It should be pulling from the 1099R (I think) but it isn't

[dmertz]

@sefcik , it seems likely that there is nothing wrong with your Form 1099-R.  For a distribution from a traditional IRA, the amount in box 2a must equal the amount in box 1, box 2b taxable amount not determined must be marked and the IRA/SEP/SIMPLE box must be marked.  The taxable amount must then be calculated on Form 8606 based on this Form 1099-R and the additional information that you provide after clicking the Continue button on the page that lists the 1099-R forms that you've entered.  If you had any money in traditional IRAs on December 31, some amount of your Roth conversion is taxable.