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Level 2
March 4, 2020

incorrect 1099R

  • March 4, 2020
  • 1 reply
  • 2 views

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 reply

Just-Lisa-Now-
Intuit Community Champion
March 4, 2020

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♥¸¸.•*¨*•♫♪