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Do I need to file an amendment to record 1099-Q forms for a 529 rollover?
In 2017, we rolled over our NJBEST 529 account completely into a NY 529 plan. We received 1099-Q forms for this rollover. We filed our 2017 tax returns last week but forgot to include the 1099-Q forms.
I went through the TurboTax amend tax return process and it states that it had no effect on our taxes. I know that 529 rollovers are not taxable but not sure how to proceed. Are we required to file an amendment regardless?
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‎June 3, 2019
10:13 AM