AnnetteB6
Expert Alumni

After you file

No, you do not need to amend your return to report two non-taxable direct rollovers.

 

Keep the Form 1099-R for your records in the unlikely event that you are contacted by the IRS saying that the information was not reported on your return.  

 

If you have the need to amend your return for another reason, that option should become available toward the end of February or early March.  The Form 1040X has not yet been released.

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