Hi TT experts,
I just found a 1099-R with distribution code G and box 2a = $0.00 in my solo-401k account for 2020. Obviously I forgot to include this 1099-R to my 2020 tax return although there would be no change to the amount of payment/refund if I had done so. Question is do I need to amend my 2020 return to include this information?
There is this thread https://ttlc.intuit.com/community/retirement/discussion/should-i-file-an-amended-return-if-i-receive... is saying no amend is needed. But other sites say otherwise.
I want to get another expert opinion on this to increase some confidence.
Thanks,
