BILLYCLUB22
Level 1

Do I really need to amend my return?

I got a 1099-R after I had already filed with TurboTax. The 1099-R was from a 403c from a previous employer and it rolled over to a Traditional IRA.  It was a direct rollover. The taxable amount is 0.00. Once I got my refund, I started amending my return. Nothing had changed, no money owed nor more money back for a refund. While amending, TurboTax asked why am I amending a return since nothing has changed. Should I continue with an amended return or wait for a letter from the IRS?
DexterS
New Member

After you file

If there is no change to your return, and there shouldn't be, for the transaction you describe you don't need to amend your return.