BH1528 Posted January 16, 2019 Posted January 16, 2019 What would happen if the TPA and the recordkeeper both issue a 1099-R for the same distribution?
chc93 Posted January 16, 2019 Posted January 16, 2019 In our case, one of them issued a corrected 1099-R...
Kristina Posted January 17, 2019 Posted January 17, 2019 If a corrected 1099-R is not prepared and filed, then the IRS will expect the Recipient to show double the distribution on his 1040. The correction of the duplicate 1099R must show all information as shown on the original 1099R, except the amounts are all zeroes. Kristina
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