- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Adjustment of Tax Form relating to incorrect 1099 from Annuity Distribution
Hello,
I am seeking assisting with adjusting our tax filing due to an incorrect 1099 that we received and submitted. We have since receive a letter with revised information to be included in the filing. I am including a copy of the letter, as well as the following communication from my financial advisor stating what was needed.
I can provide further details once a response is received.
Thank you very much! I appreciate your help.
With gratitude,
Mehgan Bowman
‎September 27, 2023
10:39 AM