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After you file
On original 2020 1040 Lines 5a and 5b are blank.
I checked amended 1040 and 5a has amount I had rolled over and 5b says ROLLOVER.
I also checked form 1040-X and "B. Net change" column has all values as Zero. This is as expected as 401(k) had all pre-tax money and moving that money to traditional IRA should not be a taxable event. so it doesn't change anything.
It is just that I forgot to add related 1099-R and line 5a and 5b are blank in original 1040.
Do I need to file an amendment for this?
March 8, 2022
12:20 AM