I forgot to include a 1099-R for a 401k rollover from a previous job. I amended the return online but the 1040X doesn't show any difference. Do I need to send this in?

mstewartwalsdorf · ‎June 1, 2019

MinhT · ‎June 1, 2019

If the rollover was a direct rollover (code G in box 7 of your form 1099-R), there is no real need to amend your tax return as the rollover is not taxable. The IRS has a copy of your form 1099-R but will know from the code in box 7 that it was a non-taxable rollover. Just keep your form 1099-R in your tax records for at least 3 years.

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MinhT · ‎June 1, 2019

If the rollover was a direct rollover (code G in box 7 of your form 1099-R), there is no real need to amend your tax return as the rollover is not taxable. The IRS has a copy of your form 1099-R but will know from the code in box 7 that it was a non-taxable rollover. Just keep your form 1099-R in your tax records for at least 3 years.

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**Mark the post that answers your question by clicking on "Mark as Best Answer"

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I forgot to include a 1099-R for a 401k rollover from a previous job. I amended the return online but the 1040X doesn't show any difference. Do I need to send this in?