Question

I moved inv. from a (401k) to an IRA. I forgot about two 1099-R forms from 401k. One direct w roll-over (code G). One w normal distr (code 7). Neither w taxable amount in 2a. If added to 1040 result no change to tax. Do I need to file amended re

Forum|Forum|3 years ago
March 25, 2023
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Not A Product Question

Yes, it would be better to amend your return to report the rollover to avoid the IRS coming back with questions, especially since one of your Form 1099-R has code 7 showing a regular distribution.

Please wait until your refund or payment is processed before sending your amended return. Please see How do I amend my federal tax return for this year?

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