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Level 3

Corrected 1099-R form

I received a corrected 1099-R form Mar 7 from my pension annuity. They omitted a month of
Payment on original. I have already received my refund from Fed not state. What do I do now?
1 Comment
Employee Tax Expert

Corrected 1099-R form

Do you mean the distribution is increased? If so, you should amend your tax return to see if the new amount will change your already received refund for the federal or state. If it does, please mail the amendment and pay the difference. If the amendment does not change anything; you don't have to amend. But please do keep the new form for the records. Here are instructions on how to amend.