hsuss1
New Member

What do I do if I received an incorrect 1099R?

I withdrew the RMD for 2018. Then I did a direct rollover of the balance of my IRA to my current 401K. The 1099R that I received is showing box 1 for total amount and box 2 total amount (RMD plus direct rollover amount). Box 7 has code 7. the direct rollover should be code G not 7. Now it is showing that I owe taxes on total amount.