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Level 1
posted Jan 30, 2023 8:23:18 AM

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?

0 2 361
2 Replies
Level 15
Jan 30, 2023 8:28:39 AM

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

Level 1
Jan 30, 2023 6:49:28 PM

It is a G-thanks so much!