DawnC
Expert Alumni

After you file

No, you do not need to file the amendment if you reported the 2018 1099-R on your 2018 tax return.   When you enter the 2019 1099-R on this tax return, it should not show as taxable (the codes in Box 7 will ensure this).   You will get a message that says ''you may need to amend your tax return'' but you can ignore it as you were proactive and reported the transaction on the correct tax return (20018).  

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