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Retirement tax questions
Okay - that is not the same as filing a substitute 1099-R - that just means the issuer did not use the official IRS form but it is still a 1099-R.
If it does not say that it is corrected 1099-R that replaced the original, then contact the issuer to find out why they sent it and why the amount are different.
**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.**
March 8, 2021
2:57 PM