ljwalters Posted April 1, 2011 Report Posted April 1, 2011 Wells Fargo sent 1099R in deceased wife’s name and social. Marked 7 normal distribution. How do I handle this do I need to get it corrected? Linda and buddy Quote
kcjenkins Posted April 1, 2011 Report Posted April 1, 2011 YES, I would ask them to correct it. If the client really, really needs to get filed now, I'd show it "as if" he has already gotten the corrected 1099R, and go ahead and file. By the time the IRS matching checks kick it out for a letter, [if they ever do] the t/p should have the corrected form, or if not, you are ready to explain why you did it the way it should have been reported, and it's a 'no harm, no foul' situation. Quote
ljwalters Posted April 1, 2011 Author Report Posted April 1, 2011 Filer is in a rest home, Daughter handels all the financial stuff. Filer does owe. The amount is so small it would not generate a return on IRD (amount $173). Thanks Linda and buddy Quote
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