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Forgot to report 401k contribution? From 1099-R
Dear Community,
Basic noob question, I noticed i did not include my prior year's 1099-R form, the 2a Taxable amount shows $0 and Distribution Code is G (rollover). The "IRA/SEP/SIMPLE" box is NOT checked.
Explanation:
Distribution code G on your 1099-R indicates that your WRS benefit was rolled over to another qualified plan
I try to enter them in Turbotax and still does not reflect any tax changes (not due nor refund)
Question:
Given it was 2 years ago, does it make sense to amend everything, including tax 2020, tax 2021?
Thanks
Topics:
‎February 18, 2023
9:43 PM