I am over 64. I did receive a 1099R and 1099B for the same ESOP sale in 2020. The 1099R Box 1 reports a gross distribution, Box 2a reports the taxable amount and Box 6 was empty. The 1099B gross proceeds/Box 1 was 14% lower than what was on the 1099R. I sold it before the fall of the market (1/23/2020) but it took over a month (2/28/2020) during the pandemic when the sale went through. When I input both the 1099R and B , I get taxed for both.
There was a suggestion to skip the 1099R and use what was on 1099B but the IRS most likely received both. Any suggestions?
