merlin
Jun 16 2004, 09:40 AM
Client just informed us that he understated the amounts of his in-service distributions in 2001, 2002, and 2003. His CPA will file amended 1040s for those years. I assume amended 1009Rs must be filed also. How is this done?
Blinky the 3-eyed Fish
Jun 17 2004, 10:43 AM
You check the "corrected" box on the form and fill in the revised information. BTW, it's 1099.
merlin
Jun 17 2004, 12:00 PM
No comprende. Why 1099 and not 1099R? The instructions for 1099R allow for correction
Blinky the 3-eyed Fish
Jun 17 2004, 12:14 PM
No, it's 1099R, not 1009R. Keep the R, add the 9.
merlin
Jun 17 2004, 12:20 PM
No fair. You spotted the typo with your extra eye. But thanks anyway.
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