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Returning Member
posted Feb 4, 2019 7:56:15 AM

Late 1099-r form

Submitted tax return on Feb 1.  On Feb 4, received a late 1099-R.  No tax liability on this form, it was transferring an IRA from one institution to another.   Since taxable amount is $0,  do I need to amend and include this form my form although no income or refund changes will occur?

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1 Replies
Level 15
Feb 4, 2019 8:38:08 AM

it wouldn't hurt, but wait until your return is processed and / or the refund check arrives......as you stated it's not going to change the answer - I'd wait a few months to do it.