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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 ?
March 19, 2020
3:19 PM