- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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.
‎June 1, 2019
11:15 AM