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Get your taxes done using TurboTax
Does the 1099-R have your SSN as benificuary of his account? What code is in box 7?
What do you mean "payment made" and "took back"? How did they take back a payment that had already been made?
Any 2019 distribution must be in box 1 on the 1099-R. A 2020 distribution must go on a 2020 1099-R.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎April 10, 2020
2:05 PM