Need 1040X if missplaced W2 item to taxable 1099 R?

I have received a late W2 after I efile the return. Do I need to file 1040X amend form if I misplaced this W2 item as a taxable 1099 R item with distribution code 7? The total income and tax withholding are exactly the same, no tax due or return is required. How about the state tax?

I have also re-done the entries and found no difference.

371

Intuit Alumni

Feb 6, 2020 2:37:00 PM

Please see the TurboTax FAQ Do I need to amend? to assist you with determining you need to amend your return.

If filing an amended return is necessary, please see How do I amend my 2019 TurboTax Online return? for instructions.

Level 2

Feb 9, 2020 10:35:37 AM

This does not answer my specific question. I still don’t know if I need to file 1040X. Again, the bottom line is the same except I misplaced W2 item in the 1099R section which has also been tax withheld.

Hope I can get help from other experienced person.

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Need 1040X if missplaced W2 item to taxable 1099 R?