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Deductions & credits
If you e-filed, do not do anything, until your return is accepted and you receive your refund. IRS have a way of correcting minor mistakes, missing forms, etc. If your form 1099-R has it a direct rollover, you should be ok. If it does not, and says distribution, you might have to file an amended to set everything straight. sending IRS letter explaining- not going to do anything, they work only with tax returns. So your plan will be:1. wait until IRS accepts 2. wait for a refund. 3. wait for the letter- if IRS corrects and no action needed- you will get a letter. if you get a lesser of a refund- you need to file an amended showing a rollover.
If you filed using TurboTax, your amended is free.
Good luck
ā€ˇFebruary 12, 2021
1:12 PM