Thanks for confirming @dmertz. I reached out to the payer and assume it will take a while to resolve. I will recalculate my taxes based on what the 1099-R shoul...
Hi @dmertz . The $3439 was paid out to me via check - it was not a nonreportable trustee-to-trustee transfer to another inherited IRA. I expect to pay tax on th...
Thanks @fanfare . The amount shown in boxes 1 and 2a is $366. The amount I actually received is $3439 and no taxes were withheld. I suspect the 1099-R is wrong ...
