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Do I need to amend my tax return for 1099-R for 401k to rollover IRA with 0$ taxable income?
I got trigger-happy filing my taxes this year. I missed a 1099 – R form which shows my rollover from a company provided 401K to a rollover IRA with Fidelity after leaving a job. Box one shows the amount I rolled over, but all of the other boxes have a zero, including the taxable income box. Do I need to amend my taxes in order to claim this or not since I have not touched this IRA and this form says zero dollars taxable income? Thanks!
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February 7, 2025
3:14 PM