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Get your taxes done using TurboTax
I have a similar problem with a 1099-R that I believe is incorrect. However, reporting different numbers to the IRS is not advisable, as a previous respondent said. If you cannot get an acceptable explanation from your insurance company, I suggest filing a complaint with the Better Business Bureau. That may at least get you an answer as to why the numbers on the 1099-R are what they are.
‎November 26, 2022
9:55 AM