josa27
Level 1

My client who is 57 years old withdrew from her Employee Stock Ownership Plan (ESOP) due to financial hardship.  However, during tax time, she was given two 1099s - 1099-R and 1099-B for the same amount of $34,972.38. Should I input both amounts in her tax return? Wouldn't she be taxed twice for the single withdrawal?

0 Cheers