Ben2bs
New Member

Retirement tax questions

Yes, have same name and SS number but have different benefits amounts. 

Benefit amount different by approx. $2,000.

Second form does not have a date or an indication of a correction. 

Have never seen an official form without a date; or a Correction Form without a Correction indication; neither have CPAs or Professional Prepares that I have asked. 

Is the 2nd. form valid?

If so, which form do I use? 

Must amounts be added together?