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Level 2
posted Mar 4, 2024 4:51:53 PM

1099-R administrator sent with double the amount of pension distribution

On going problem with pension administrator.  They have corrected the distribution code in box 7 but, now have doubled the amount of my distribution for the year. Assuming they will send a corrected 1099-R...do I need to include both whe I file or just the correct one. Thank you

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1 Replies
Expert Alumni
Mar 5, 2024 6:26:16 AM

Provided you have not already filed your return, you will only have to post and file the final corrected copy.I understand that you are having trouble posting your 1099-R

 

  1. Get to the main menu that shows Wages & Income?
  2. Open the next screen that lists multiple types of income.
  3. Select: IRA, 401(k), Pension Plan Withdrawals (1099-R).
  4. If you see it can you open it
  5. Did you get a 1099-R in 2023? - Yes
  6. Let's import your tax info
  7. At the bottom select [Change the way I enter my form]
  8. How would you like to upload your 1099-R? [Type it myself]
  9. If Married, Who does this 1099-R belong to?

After entering the new set of data you must continue through the entire interview.

You will finally come to a question: Do any of these situations apply to you? - 

Select The corrected box is checked on this 1099-R