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Need to Amend?
I filed my taxes a few weeks ago and then my wife received two 1099-R forms from her former employer after I had already electronically submitted our taxes to Fed and NY. She rolled over a 401k and a Roth IRA from her former employer. The first 1099-R for the 401k rollover had box 2a 0.00 taxable amount and distribution code of G in box 7. The second 1099-R for the Roth rollover also had 0.00 taxable amount in box 2a and distribution code H in box 7. After completion of the 1099-R entries in TurboTax Deluxe, it had no impact on my tax return, nothing changed. Do I need to bother to file an amended return? My original filing shows a status of "Accepted" for both the Fed and NY. If I do have to file an amended return, when will that option show up on the first page because I currently don't see an option to file an amended return.