There was no distribution and you have copies of both the original 1099-R and the corrected (?) 1099-R. What a disappointment that the correcting entry was not properly prepared.
Writing a letter to the insurance company summarizing your interactions would be wise. I would also also capture screenshots of the discussions here to document your sincerity in correcting the problem.
You may have to leave the IRS form 1099-R off of the tax return. If you attempt to file the 1099-R with little or no information, you may need to enter '0' in box 1 to allow the form to pass Review and/or transmission.
@hsmith7143
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
