macuser_22
Level 15
Level 15

Retirement tax questions

If they will not issue a corrected 1099-R then just use a substitute 1099-R with the correct code J and it will ask for an explanation and the steps that yiu took to get a corrected 1099-R.

 

1099-R Substitute.jpg

**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.**
‎May 1, 2020 1:49 PM
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