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    incorrect 1099R

    Deborah72
    Level 2

    Client received 1099R code G, with taxable amount same as distribution. Do I request corrected 1099 before tax return can be complete?

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    1 Comment 1
    Just-Lisa-Now-
    Level 15
    Level 15

    So was it actually a rollover and Box 2b is wrong?   

    Or was it actually a  distribution and the Code G is wrong?

    Did the client bring in the paperwork showing the transaction?


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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