Hi,
While preparing my tax return for 2023, I found a 1099-R form that I did not file for 2022.
The form covers after-tax 401k in-plan conversion to Roth 401k. Code is G. It does contain $0.03 in box 2a (Taxable amount). It doesn't seem like it changes my tax, but my question is, is it necessary for me to file an amendment? And if so, both federal and state?
No, it is not necessary to file an amended return to report $0.03 in taxable income. This amount would not materially change your return in any way and it would appear that no changes were actually made with the amended return.
Keep the Form 1099-R with your tax records and make a note that it was not included as part of your 2022 return.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
©1997-2022 Intuit, Inc. All rights reserved.
Intuit,
QuickBooks, QB, TurboTax, ProConnect, and Mint are registered
trademarks
of Intuit Inc. Terms and conditions, features, support, pricing,
and service options
subject to change without notice.
Security
Certification of the TurboTax Online application has been
performed by
C-Level Security.
By accessing and using this page you
agree to the
Terms of Use.
Accessibility
