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