Hi all - similar question. I filed a substitute 1099-r last year due to a distribution in 2023 for an overage in 2022 to my 401k. I received the actual 1099-r from my brokerage firm in 2023. Comparing the two, I listed the correct amount of money distributed, the correct taxes paid, the correct code (P), but the description of the company name and TIN are different.
Am I okay as stated above to not include the actual 1099-r this year, since I filed the substitute one? What about those discretions?
Thank you!
