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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?

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? 

 

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1 Reply
ThomasM125
Expert Alumni

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?

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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