AnnetteB6
Expert Alumni

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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