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Can we do our taxes without the 1099R?

 
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ErinH
Intuit Alumni

Can we do our taxes without the 1099R?

You should wait until you have received all your tax forms that are needed for the year that you are filing your return. If you expect to be issued a 1099-R it must be reported on your return. 

Trying to file early and then ending up having to amend because you used incorrect/incomplete information is counter-productive.  If your return is incorrect/incomplete you have to amend it. Amendments have to be mailed and it will take months for the IRS to process your amended return.

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1 Reply
ErinH
Intuit Alumni

Can we do our taxes without the 1099R?

You should wait until you have received all your tax forms that are needed for the year that you are filing your return. If you expect to be issued a 1099-R it must be reported on your return. 

Trying to file early and then ending up having to amend because you used incorrect/incomplete information is counter-productive.  If your return is incorrect/incomplete you have to amend it. Amendments have to be mailed and it will take months for the IRS to process your amended return.

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