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khagg0222
February 17, 2020
Question

Amendment

  • February 17, 2020
  • 1 reply
  • 0 views

I filed my return (accepted) then received a 1099R for a 401k rollover to an IRA - so no taxable amount and no impact to the return.  Do I need to file an amendment and when should I file it.

    1 reply

    J
    JohnW152
    February 17, 2020

    Yes, once your original return has been processed, you'll need to file an amended return to reflect the rollover, even though there's no additional tax owed.  The IRS needs this to be reported.

    Please see the TurboTax Help article "How to amend (change or correct) a return you already filed" for instruction on how to amend your previously-filed tax return.

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