DanaB27
Expert Alumni

Retirement tax questions

Yes, a tax professional could help you but there is no need.

 

As dmertz stated you don't need to amend your 2021 tax return because box 2 is $0 and adding the Form 1099-R  on an amended 2021 return will not change your refund/balance due.

 

The only exception is, as dmertz stated if you reported that you made an excess contribution on your 2021 and paid the 6% excess contribution penalty. Then you should amend your 2021 return to remove the penalty.  You can check line 25 of your 2021 Form 5329 if you had a penalty.

 

@Tina551

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