My retirement financial institution has sent me an incorrect 1099R form. It included a direct trustee-to-trustee transfer from pre-tax IRA to pre-tax IRA as a taxable distribution. I have the corresponding documentation to show the 1099 R to be incorrect but cannot get the institution to correct the 1099 once it is issued (I am told that this is a common problem). Should I correct the info on the incorrect 1099R form when I enter it on Turbotax? How can I upload documentation/ comments onto Turbotax so that these would be part of the submitted federal and state tax return?
