erickmers
Level 1

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?

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