She has two separate 1099-R for 2019. One she received for a distribution on 01/15/19 and another for a distribution in Oct 2019 (from two separate IRA accounts). The one though that she got in January it looks like she reported on her 2018 tax return as if she got it in 2018 when she was supposed to take the distribution. I don't know why she didn't take it until Jan 2019, forgot maybe? To not create a problem with her 2019 return I am thinking that I should report both distributions since that is when she received them and that is what the IRS will have in their records. If I do that she will owe an extra 2K or so but maybe that is what I have to do. If that is what I need to do then the question is do I need to do anything else as far as her 2018 return.
