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gina0131
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Do I need to add substitute 1099-r if i entered 1099-r already?

 
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3 Replies

Do I need to add substitute 1099-r if i entered 1099-r already?

Why do you need a substitute?

 

Is something wrong with the 1099-R that was issued and the issuer refused to correct it?

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
gina0131
New Member

Do I need to add substitute 1099-r if i entered 1099-r already?

I recieved a substitute 1099 r and a 1099 r for the same account. However, the total amount is different on both of these documents

Do I need to add substitute 1099-r if i entered 1099-r already?

Okay - that is not the same as filing a substitute 1099-R - that just means the issuer did not use the official IRS form but it is still a 1099-R.

 

If it does not say that it is corrected 1099-R that replaced the original, then contact the issuer to find out why they sent it and why the amount are different.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
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