Do I need to file both federal AND state amended returns because I forgot a 1099-R for a 401k rollover even though the tax liability does not change?

Box 2a is $0 and box 7 has code G. I am filling out the amended federal return, but since the tax liability does not change at all, I wanted to know if I have to file an amended state return?

3574

Expert Alumni

Mar 18, 2025 4:17:48 PM

You don't need to file the amended return if your tax did not change, since you have the code "G" that indicates the distribution is not taxable.

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Do I need to file both federal AND state amended returns because I forgot a 1099-R for a 401k rollover even though the tax liability does not change?