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Level 2
August 21, 2020
Question

I received a statement from my bank notifying me that there was an error with my IRA account. What do I need to do since I’ve already filed my tax return for the year?

  • August 21, 2020
  • 3 replies
  • 18 views
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3 replies

VolvoGirl
Level 15
August 21, 2020

We have no idea what you need to do.  What was wrong?

macuser_22
Alumni - Champ
Alumni - Champ
August 21, 2020

What type  of error?   If you filed a 1099-R form that  was incorrect then the bank must issue a corrected 1099-R.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
Level 2
August 22, 2020

The statement was sent to my parents house, therefore, I was unable to read it personally. It turns out there was no error just a notice in regards to the deadline extension made due to COVID-19. Thank you for your willingness to help!