incorrect 1099-R

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • DixieEA
    Member
    • Jan 2007
    • 75

    #1

    incorrect 1099-R

    I have a client who received a 1099-R IRA distr of $9000. Stockbroker had invested the
    IRA in different type funds within the IRA. The $9000 was invested in a fund that went
    bankrupt. The taxpayer did not receive any money form this fund but got a 1099-R
    as a distribution. The stockbroker says a correction should be coming, but may not
    be done before 4-15-09. Should I include in income and file an amended form later, or
    just file an extention?
  • Kram BergGold
    Senior Member
    • Jun 2006
    • 2112

    #2
    extension

    This is what I would do.

    Comment

    Working...