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Reported rollover instead of the fund transfer
I mistakenly reported a rollover in 2018. In fact, it was processed as a transfer of assets which did not require reporting. Therefore a letter from IRS requires additional documentation regarding the rollover.
My question: would it be sufficient just to send to the IRS the statements of distribution and transfer of assets?
Or is it better to amend the entire 2018 tax return?
‎September 14, 2020
7:10 AM