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Do I include on my tax form a trustee-to-trustee transfer (nonreportable) that was initially incorrectly reported by the Bank which has since issued a corrected 1099-R?
My Bank incorrectly issued a 1099-R for a trustee-to-trustee transfer. They designated it as "Normal Distribution" with all monies be taxable. They have since issued a corrected 1099-R (basically a lot of "XXX"). Since a transfer is not reportable to the IRS, do I need to include any of this information on my tax form?
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‎June 1, 2019
12:46 PM