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Retirement tax questions
@dmertz Ah okay! Thanks so much!
So given that I completed a rollover (in 2020) from my old 401k custodian to my new 401k custodian, and forgot to input the 1099 from the old 401k custodian to my 2020 taxes, do I HAVE to file an amended tax return?
What if I don't? Will the IRS come get me?
Can I just not file an amended tax return and wait for the CP2000 to arrive and that's when I can send them my new 401k custodian's statement that says that I've indeed rolled it over?
ā€ˇFebruary 12, 2021
11:19 AM