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February 16, 2025
Question

Do I need to amend my accepted return to add a 1099-R form with 0 in box 2A for taxable amount?

  • February 16, 2025
  • 1 reply
  • 0 views
It was a total rollover from a 401k to an IRA account.

    1 reply

    KrisD15
    February 16, 2025

    No, it will not change your tax liability. 

    You don't amend if the tax does not change and Form 1099-R is not directly attached to your 1040.

     

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