Thank you for your reply. Although my bottom-line tax liability is not impacted, I thought an amendment was still required, since I interpreted my situation to be as highlighted below (1099-R in my case).
Amend if you already mailed your return (or the government accepted your e-file) and:
- You need to report a tax form you forgot about or received after filing (most commonly a W-2, 1099, or 1095-A)
Also, I used the IRS website's Interactive Tax Assist, and here's the result I got.
Do I need to report the transfer or rollover of an IRA or retirement plan on my tax return?
You need to include your rollover or transfer on your tax return.
Although the amount rolled over is a tax-free transaction, it is a reportable event.
Include the total amount distributed on the "Pensions and Annuities" line of your tax return. Write the word "Rollover" in the margin next to the "Taxable amount" line.
It's still a mystery why the 1040-X Form Column A (original amount) values are not exactly as was reported in the original return. Should I just manually override the values?
