Thank you for the reply. I should have pointed that out that neither are marked as "corrected". The financial institution was the one who sent him the distribution, so when we got that 1099-R it made sense. When the former company sent one too that is where the confusion started. Worse, they don't seem to care to help resolve it. I will try contacting them with him to see if I can help as it seems like you are confirming there should not be "two forms".
