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Retirement tax questions
The plan should send a corrected 1099-R showing no withdrawal. I would first contact the plan and ask them about this. If they agree, then you can file your tax return by leaving off the original 1099-R. If they will not issue a corrected 1099-R, then I can tell you how to handle it if you were to file by mail, but I'm not sure what to do if you were e-filing (because I don't know if the usual instructions for fixing this sort of 1099 issue will work for a 1099-R).
For paper filing, you would leave off the 1099-R. Attach a copy and a written explanation to your return.
@dmertz do you have a suggestion how to e-file in this case?
But hopefully the plan custodian will issue the corrected 1099-R.
March 31, 2025
9:03 AM