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blayton812
Returning Member

Should I enter data from Roth 1099-R and then its corrected 1099-R with $0 distribution when brokerage erred in sending the 1099-R in the first place?

Initial 1099-R with a dollar amount was sent in error because the funds were merely a nontaxable transfer rather than a distribution.  So the Corrected 1099-R shows $0 as a distribution.  Do I need to enter those data into my return?
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2 Replies

Should I enter data from Roth 1099-R and then its corrected 1099-R with $0 distribution when brokerage erred in sending the 1099-R in the first place?

Don't enter it.

blayton812
Returning Member

Should I enter data from Roth 1099-R and then its corrected 1099-R with $0 distribution when brokerage erred in sending the 1099-R in the first place?

Thanks for the speedy reply.  I will follow your recommendation.

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