Marsha2020
Level 4

Hi all.  Need an opinion on military retirement.  Client was retired and received retirement up until his death in Aug 2023.  The run around getting the 1099R is unreal.  Spouse says it didnt come in mail.  She has called DFAS numerous times and they say there isnt a 1099R-and that the account is under audit.  I sent her to the IRS.  They say on the transcript that there isnt a 1099R.  Tried to call the practioner line and no time for me.  Should I leave off and amend later.  Should I use 2022 figures?  She needs her refund and I've exhausted all efforts with the exception of her congressman.  Just looking for ideas here.  Thanks so much.

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