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Thanks. I forgot to mention that I did call the sending institution about modifying the 1099 and they refused to reissue but at the time I did not have the term (non-reportable) to use in the request. I'll give them another call saying that they knew it was custodian-to-custodian and the 1099 should reflect that. If they refuse to re-issue then I'll file with a "corrected 1099" plus 4852.
‎February 13, 2022
12:13 PM