dmertz
Level 15

Retirement tax questions

chuck42, if no taxes were actually withheld, you must obtain a corrected Form 1099-R from the broker.

 

However, are you sure that no taxes were withheld?  If the same broker also holds the non-retirement account into which the original distribution was deposited, perhaps the broker replaced the amount withheld for taxes using other money that was in the non-retirement account and the withholding was actually sent to the Treasury.