Investment company failed to provide a 1099-R. Do I have any options on filing online with Turbotax or do I have to mail in my Tax filing with a Form 4852?
023936
2 Replies
Mike9241
Level 15
Apr 10, 2024 1:44:27 PM
why didn't you contact them to get the missing form? it may even be available on-line
DaveF1006
Expert Alumni
Apr 10, 2024 1:49:39 PM
You may efile a 4852 if you have all the pertinent information about the investment company that issues 1099R. Information such as name address, and EIN is required in order to efile the return.