AmyC
Expert Alumni

Retirement tax questions

Does your 1099-R have a code G or H in box 7? If so, the IRS knows it is not taxable and you do not need to amend. If your form shows a taxable amount in box 2, you will want to keep your paper trail showing it is not taxable since you rolled it over. The IRS does not want an amended form without a tax change. 

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