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How do I report a canceled duplicate RMD that the company that bought my IRA sent the IRS a 1099-R for? Taxes were paid, but I didn't receive distribution.
I received original RMD in January from original investment co. During 2021, my IRA was sold to another investment co and they sent a check for an RMD also. I refused the payment and it was cancelled. But a 1099-R was still sent to the IRS showing that I received the distribution and paid taxes on it. They said they can't reverse the tax w/h for 2021.
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‎February 12, 2022
3:42 PM