One problem that can happen to imports is the financial institution must convert the 1099-R to TXF (data transfer) format and place it on a separate server for imports. Sometimes they make changes to the 1099-R or enter 1099-R information late and it never makes it to the import server. Some financial institution are good at keeping the import server in sync with the 1099-R server and others are not.
Always check and double check any imported information for accuracy.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
