If a client receives a 1099R with incorrect information, and the issuer tells client they will not correct the information, what is the best way for us to enter the 1099R info? A client received less than 12 monthly retirement payments and informed the payer of this. The payer confirmed the error, but told client to have their CPA rectify the error on the return. What's the best way to fix this? Thank you.
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Adjusting incorrect info on a 1099R
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