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February 1, 2025
Question

How to add a 1099R for a rollover to anothner ira after the tax file has been submitted

  • February 1, 2025
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    February 1, 2025

    If it was a direct (trustee to trustee) rollover, you do not have to amend your tax return.  If you need to report, you will need to file and amended return.  See How do I amend my federal tax return for this year?