dmertz
Level 15

Retirement tax questions

Under these circumstances, yes, contact the custodian to issue a corrected Form 1099-R to your husband that does not include this distribution and to issue a new, original Form 1099-R in his father's name.

However, it's quite unusual for the custodian to make this sort of reporting mistake unless they mishandled the transfer of your husband's father's account to a beneficiary account.  That should be investigated.

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