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incorrect 1099-R

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    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?

    #2
    extension

    This is what I would do.

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