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serat0un1n
New Member

I received two 1099-R forms at the same time. They both have different company's on them but one says substitute on the bottom. Which one do I use?

 
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dmertz
Level 15

I received two 1099-R forms at the same time. They both have different company's on them but one says substitute on the bottom. Which one do I use?

"Substitute" simply means that they are not using the official IRS printed form.

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2 Replies
Critter
Level 15

I received two 1099-R forms at the same time. They both have different company's on them but one says substitute on the bottom. Which one do I use?

Both I would assume ... did you receive distributions from both companies ?  Did you get all the money they said you got ?  

dmertz
Level 15

I received two 1099-R forms at the same time. They both have different company's on them but one says substitute on the bottom. Which one do I use?

"Substitute" simply means that they are not using the official IRS printed form.

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