JohnB5677
Expert Alumni

Retirement tax questions

You did exactly what you should have!  But now you have three alternatives.

 

  1. You can contact the IRS and request a corrected 1099-INT.  You can call toll-free at 1-800-829-1040 or visit a Taxpayer Assistance Center Local IRS Office 
  2. You can amend your 2020 tax return and take the 2020 interest off of it.
  3. You can do nothing and post the full amount of interest to your 2021 return

 


 

 

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