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My 1099-R is incorrect, should I file with the mistake and amend later?
I withdrew from a rollover IRA last year and returned some of the money within 60 days, but it wasn't coded correctly and shows as a new contribution. I spoke with them and they will correct the transaction. But given the tax filing deadline is imminent, should I (A) file with mistaken amount and amend it later, or (B) edit the 1099-R in TurboTax to reflect the correct amount?
‎April 17, 2023
10:10 PM