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Guest merlin
Posted

Client just informed us that he understated the amounts of his in-service distributions in 2001, 2002, and 2003. His CPA will file amended 1040s for those years. I assume amended 1009Rs must be filed also. How is this done?

Guest merlin
Posted

No comprende. Why 1099 and not 1099R? The instructions for 1099R allow for correction

Guest merlin
Posted

No fair. You spotted the typo with your extra eye. But thanks anyway.

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