RCK
Level 3

Forgot to include 1099-R (Code G direct rollover, Taxable amount $0.00) in the returns. Do I have to amend the returns? If yes, should I amend the State returns as well?

I have submitted the returns and all returns are currently in the 'Accepted' status. (Federal, CT, MA). Now I realized that I should've ideally included 1099-R (Direct rollover, Code G, taxable amount $0.00). I am wondering whether I should amend the returns for this 'report only' event. Also, should amend the returns for both the states too?

Thanks for your help!