Rachel_W
Expert Alumni

After you file

Yes, I would recommend Amending your return to include the Form 1099-R even it makes a small difference, just to avoid any IRS notices in future years. 

You can click here for instructions on Amending your Tax Return: How to Change a Tax Return You Already Filed.

Note: You should wait until your return is fully processed and you receive your Refund before you file an AmendmentForm 1040-X should be available in mid-February.

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