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New Member
posted Feb 16, 2025 10:37:29 AM

Do I need to amend my accepted return to add a 1099-R form with 0 in box 2A for taxable amount?

It was a total rollover from a 401k to an IRA account.

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1 Replies
Expert Alumni
Feb 16, 2025 10:47:52 AM

No, it will not change your tax liability. 

You don't amend if the tax does not change and Form 1099-R is not directly attached to your 1040.