I have the 1099R and sent a copy into the IRS. The 1099R was form MidAmerica 401, gross distribution 5000 with box 4 showing 1000 in Fed income tax withheld and that 1000 is almost exactly they need to balance what they say I am short.
My 1040 shows 8,614 but reported by others is 7,612. the CP2000 shows that they are missing this 1099. Do I have to amend this and how?
