JohnB5677
Expert Alumni

After you file

I agree that if this was a 1099-R that resulted in a rollover, the only change will be on line 5a and there will be no additional tax.

 

So the question is whether to file or not to file the 1040X.

  • There will be no additional tax or penalty in either case.
  • The IRS has that 1099-R.
  • They don't know it was a rollover.
  • They will question it with an IRS correspondence asking you to explain it.

Since you already have it done, I suggest you mail the 1040X, and save yourself some paperwork.

TurboTax will give you mailing instructions.

Be sure to sign the return.  Many people forget that! 

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