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Retirement tax questions
Did you begin the amendment before entering the code G Form 1099-R? If you entered this Form 1099-R before beginning the amendment, the Form 1099-R will not be reflected in the amendment.
Since this was an in-plan Roth rollover, did you indicate that the question that followed entry of the code G From 1099-R that the entire amount was rolled over to a Roth 401(k) or Roth 403(b)? If you did that, the approximately $100 that is present on that Form 1099-R should now be included on Form 1040 line 4a where it was not included on your filed tax return and would result in the change appearing on Form 1040-X. Is the approximately $100 now included on From 1040 line 4a?
‎April 11, 2020
11:50 AM