ThomasM125
Expert Alumni

Retirement tax questions

You probably don't need to amend the return since the taxable amount of the distribution is listed in box 2, and it won't affect your income tax. So, the IRS should not assign additional income to you for 2019.

 

The worse that would happen is you would get an invoice from the IRS assessing additional tax, to which you could respond with a copy of the 1099 form proving that you reported your income correctly in 2019.

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