I would start by reaching out to the bank to ask them to correct the 1099-R. If the funds were given to the grandson, the 1099 should have been in his name.
If the bank is local, I would make an appointment to speak with a manager to discuss the issue and if it's not, I would make the request in writing. They should be able to honor this request, but if they are not, then I would suggest at least a brief meeting with a local estate attorney on the best way to handle any manual correction.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
