AnnetteB6
Expert Alumni

After you file

It is best to include all Form 1099-R as part of your tax return even if the taxable amount is zero.  The total distribution amount is still reported on Form 1040 line 5a.  

 

However, you should not file an amended return just to include those distributions as nothing will fundamentally change.  If you find that you are amending for another reason, then go ahead and include these Form 1099-R as well.  

 

See the following TurboTax help article to learn more:

 

Do I need to amend my return?
 

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