1099R filed twice

[Santo Gold]

IRS has brought to our attention that two 1099Rs were filed for an individual.  They both contained the same data ($21,000 distribution).  It was a cash distribution and the individual reported both amounts as income from both 1099Rs, so he reported more than he should have.  Two Form 945s were filed as well, both showing $4,200 paid in taxes.  The IRS is looking for the other $4,200 since they only received $4,200 and were expecting $8,400 (based on both 945s).

How would you go about fixing this on the 1099Rs?  They would have to file a corrected form, but what figure would be used?  If we show "$0.00", since there were two forms, could that be interpreted as he had no distribution at all for the year?  Is there a fix or would it be best to try to work with the IRS via reply to their correspondence?  Same with 945?   

Thanks

 

[ETA Consulting LLC]

It would probably be best to reach out to the IRS and have one of their personnel walk you through it.  The tricky thing in dealing with them is trying to get a single individual at the IRS to 'own' the issue.  If not, you could end of with 5 different people sending you in 5 different directions (trust me, I've been there).

Good Luck!