It depends, but likely it will not be necessary to amend. We can't see your return from last year, so you'll need to verify certain details. Here's what I understand your question to be: you believe that you stated that your husband retired early. That in itself does not trigger any penalties. There would be two cases where taxes would be affected:
- You didn't include the form in your initial return at all (the Form 1099-R); or
- You received an early distribution penalty that should not have applied.
The first situation is easy enough: you either did or you did not include the form. If you did not include it, you definitely need to amend the return. The other situation occurs if his Form 1099-R has a code in Box 7 of "1". That code number refers to an early retirement distribution subject to penalties for which no specific penalty exception is known to apply. If the 1099-R does not have a code of "1" in Box 7, and you reported the form on your return, I don't see why you would need to amend last year's return. But feel free to comment if this doesn't address your question.
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