I rolled over, through my finical advisor, all of an annuity from one finical company to another earlier in 2021. Just cost a letter along with a check for over $1000 from the first finical company stating that upon a recent review they identified an error that resulted in an underpayment to me. My question is how to I handle this $1000. What document should I be getting that indicates this money and how to I address this extra $1000 in turbo tax?
