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Naras
New Member

In 2020 I opted to roll my RMD back into my IRA. I haven't received the 1099R for the 2020 year yet. Do I file without it since I don't know what amount was rolled back?

 
2 Replies
Irene2805
Expert Alumni

In 2020 I opted to roll my RMD back into my IRA. I haven't received the 1099R for the 2020 year yet. Do I file without it since I don't know what amount was rolled back?

Yes -You should wait until you receive the 1099-R from the IRA administrator.  You will need the exact amount plus other information included on the form.

dmertz
Level 15

In 2020 I opted to roll my RMD back into my IRA. I haven't received the 1099R for the 2020 year yet. Do I file without it since I don't know what amount was rolled back?

The IRA custodian was required to have provided you with the 2020 Form 1099-R by the end of January 2021.  contact the IRA custodian to obtain the missing form.

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