P K
New Member

Retirement tax questions

The 10099-R received from the Life Insurance company did not include all the premiums paid ( an existing Policy was cashed in to purchase a new policy & the Insurance company did not include the premiums paid for the original policy). My Broker was able to get the missing information. How do I inform IRS with this new information, as IRS already has the incorrect information they got with 1099-R form ?