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I did not received 1099R IRA RMD from the bank, should I go ahead and file without it and make a note to my tax return.

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Level 15

If you do not have an expected 1099R, get the client to acquire one from the institution. File an extension and base the amount due (if needed) on what you expect the 1099R would be. 

If it is the first RMD, it is possible it did not happen last year, but rather early this year. 


ex-AllStar

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Level 15
Level 15
Did you take the RMD $$ out?   Why would you wait for the last day to discover that you don't have the 1099R?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Highlighted
Level 15

If you do not have an expected 1099R, get the client to acquire one from the institution. File an extension and base the amount due (if needed) on what you expect the 1099R would be. 

If it is the first RMD, it is possible it did not happen last year, but rather early this year. 


ex-AllStar

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