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Incorrect 1099 info
Got a distribution from an annuity after the death of a relative. We had the check mailed to a California address where we were vacationing even though they had our Missouri address. The 1099-R has the California address and the State/Payer's state number is a CA number. Multiple phone calls requesting a corrected 1099-R have been made in Feb and early Mar. I was assured the corrected one would be sent in 5 to 7 business days but no luck. I can change the address in TurboTax but don't know the MO number for the payer. They would not give me that info over the phone. Advice?
March 17, 2022
11:24 AM