dmertz
Level 15

Retirement tax questions

You are correct, the payer has provided an incorrect Form 1099-R.  Box 2a should have the same amount as box 1 as required by the instructions for Form 1099-R for this type of distribution.  I can't imagine how the payer could have made such a mistake unless the form was manually prepared, which would be odd if there was nothing unusual about the distributions.  An automated system should not have permitted such an error.

 

I would contact the payer again and escalate to someone there who actually knows what they are doing.