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?
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.
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.
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.