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ocps19786
New Member

If I didn't get a 1099R should I fill out the replacement 1099-R, substitute form 4852, then file an amended return when I get the 1099R info?

I didn't get a 1099 R from my retirement distribution. The retirement office is closed.  I filled out the 1099-R substitute using the information from last year's 1099R, put in the gross total I over-estimated was paid to me this year. I claimed no fed withholding and that the whole gross distribution was taxable. I don't have time tomorrow to sit on line and wait for the Retirement Office to answer my questions. Can I just file now with what I have and amend later?

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1 Reply
Coleen3
Intuit Alumni

If I didn't get a 1099R should I fill out the replacement 1099-R, substitute form 4852, then file an amended return when I get the 1099R info?

Yes, you can either file now and amend later or you can file an extension.

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