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Level 2
Jan 30, 2023 4:23 PM UTC
Question

1099-R

I received a 1099R for a direct rollover the day after I filed my return. I didn't realize I would be getting this or I would have waited. Do I need to amend my return?

2 replies

VolvoGirl
Level 15
Jan 30, 2023 4:28 PM UTC

What code is in box 7?  If it is a G for direct rollover you don't need to amend.  

Level 2
Jan 31, 2023 2:49 AM UTC

It is a G-thanks so much!