dmertz
Level 15

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?