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Do I need to file an amendment if I already filed my taxes and today I received a Form 1099R, Distribution Code G, for rolling over my 401K into a retirement account?

Forum|Forum|7 years ago
June 5, 2019
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Best answer by MinhT1

Code G is for a direct rollover which is not taxable. This form 1099-R has no impact on your tax return. The IRS has that form but from the code in box 7 would know that it is not taxable. I would advise that there no need for an amended return, Keep that form 1099-R in your tax records for at least 3 years.

M

MinhT1Answer

Code G is for a direct rollover which is not taxable. This form 1099-R has no impact on your tax return. The IRS has that form but from the code in box 7 would know that it is not taxable. I would advise that there no need for an amended return, Keep that form 1099-R in your tax records for at least 3 years.

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