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Deductions & credits
That would have been simple enough if I had received the 1099-R before I submitted my 1044 tax return. I am considering if it is necessary to amend my return. The original 401 Trustee should have issued a 5498 to the IRS. This was a Trustee to Trustee rollover, I never received the funds. The amend return will not change the tax liability.
‎February 14, 2021
7:29 AM