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cristy_2604
February 13, 2025
Question

I changed employers and they sent me a $11 refund on a 401k. I entered the 1099-R but I just received another1099-R today for $ rolled over. Will I have to amend?

  • February 13, 2025
  • 1 reply
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The amount showing on the other 1099 – R form has an amount I believe was rolled over and the distribution code is G. The distribution code on the one that I received prior to filing taxes is the number 1.

    1 reply

    VolvoGirl
    VolvoGirl
    Employee
    February 13, 2025

    No  you don't need to amend for that.  Code G is a direct rollover and not taxable.  It won't change your return.  

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