FTPhil
Level 3

We have a number of clients who are being given 1099R's that have the Line 2b Total Distribution box checked, when in fact they did not receive a "Total Distribution".

Is this something that would require an amendment if a "Corrected" 1099R were given?

Should we just report it without that box checked to begin with? - Maybe add an "Explanation".

The bottom line does not change either way, the main concern is not wanting to have to do amendments, and or not having returns rejected for differing information.

Please help!

0 Cheers