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Get your taxes done using TurboTax
Take a closer look at each document and see if one of them happens to be marked as 'corrected'. There is a box near the top of the form that would be checked. If so, enter only the corrected Form 1099-R.
If one form is not a corrected version, and he did not actually receive a distribution from both entities, then try contacting them again for clarification. The financial institution that administered the 401k should have sent the distribution as well as the Form 1099-R.
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‎April 11, 2022
1:20 PM