- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
When the amend return is required?
I have late receiving 2020 1099R from Brokerage so entering it on my original 2020 filing makes a change on line 5a. But that 1099R is IRA rollover so despite of the change on line 5a, all the other number not changing including the total tax owed.
In this case, should I amend my 2020 tax return for this change on line 5a ? 1040x will not highlight any delta since the change is only limited to 1040 line 5a.
Topics:
March 6, 2024
7:48 AM