erickmers
Level 1
05-23-2022
09:06 AM
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MY CLIENT DID A BACKDOOR ROLLOVER FOR 2020 AND 2021 IN THE AMOUNT OF 6K FOR EACH YEAR BUTH THEY RECIEVED A 1099-R IN 2022 IN THE AMOUNT FOR 12K FOR BOTH YEARS
I CAN NOT FIGURE OUT HOW TO REPORT THIS IT WANTS TO TAX 6K
DID THE BROKERAGE HOUSE MAKE A MISTAKE SHOULD A 1099-R HAVE BEEN ISSUED FOR EACH YEAR?
IS THERE A WAY TO REPORT THIS ON THE 2021 TAX RETURN?