Nabors711
Returning Member

Retirement tax questions

Yes, they knew it was partly the RMD for 2018 but said they were obligated to report all 2019 distributions on the 2019 1099-R.

My 2018 showed income greater than the 1099-R showed.

I'm wondering if the IRS will recognize that if the 2019 return shows  under reporting the 1099-R by the same amount.