Retirement tax questions

Note that you can go ahead and file if you need to, using some of the strategies discussed, but of course everything is nicer if you can get them to adjust the W2. However, I have noted that some entities, who would no doubt prefer to remain nameless, would rather not make changes, which suggests errors were made, and continue to defend a wrong result, if they feel that has less downside for them as an entity, department, or individual performer. So at the end of the day, you may be faced with taking what you know and what you have and making the best of it. It happens. This year one such entity refused to revise the 1099, which was in error, but did agree to write a letter with the correct facts, and that it was the taxpayer's responsibility as to how to file. We'll see if I actually get the letter, too!