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What can I do if 1099-R was issued incorrectly for a tax free rollover? Also 10% of taxes were withheld. Mutual fund co. refuses to send to client a corrected 1099R
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Is there a F 5498 showing the transfer?
edit...except those don't really show up until May.
How about the actual transfer forms?
Your client may be correct, but maybe not. Clients are often wrong; brokerages not so often.
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