Level 11
04-08-2023
09:44 AM
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First choice would be to get the issuer to correct the 1099R. Then I like IRonmans suggestion…
if not, I’d use dist code 7 include preparer notes and attach documentation showing the disbursement dates to the efile.
You’ll probably get a CP but you’ll have the documentation to substantiate
If at first you don’t succeed…..find a workaround