1099-R help for me too!

[pmacduff]

ok - here's the situation...one participant was paid out and rolled her distribution; we prepared the 1096/1099-R forms and forwarded to the client for filing. Client filed. In the meantime, I am balancing the 2008 assets and find that the client paid out another participant (also a rollover) but had not sent us the normal notification of distribution for our files.

Can I send the client another 1096/1099-R form for this 2nd payout? That seems to me to be the easiest fix.

Everything on the first 1096/1099-R reporting was accurate for the one payout, so I don't really need to file that as "corrected". I found, in the instructions, the correction for a form that was included that shouldn't have been, but this is the opposite the form was not in the original group but should have been.

Please let me know your thoughts!

[Guest Sieve]

1099 Instructions, at H, indicate that you do not have to correct a previously filed 1096 (which really means that you can file multiple 1096s for the same year). Seems, then, as you suggest, that you just send in the unfiled 1099-R with a new 1096.