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BruceW21
New Member

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?

 
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2 Replies

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?

why didn't you contact them to get the missing form? it may even be available on-line

DaveF1006
Expert Alumni

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?

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.   

 

@BruceW21 

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