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If my gross distribution was not actually distributed, do I need to get a revised 1099-R, or complete any other forms?

 
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2 Replies
HelenC12
Expert Alumni

If my gross distribution was not actually distributed, do I need to get a revised 1099-R, or complete any other forms?

No, don't necessarily need to get a corrected 1099-R form. After you enter you 1099-R, answer the subsequent questions as to what the 1099-R form was actually for.

For example: The money distributed was rolled over into another retirement fund.

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dmertz
Level 15

If my gross distribution was not actually distributed, do I need to get a revised 1099-R, or complete any other forms?

The payer would generally not issue any Form 1099-R if there was no distribution.  Why do you believe that there was no distribution?

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