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Retirement tax questions
Yes, if your return has been accepted by the IRS, then you have to file an amended return (1040X) to make changes. But please wait until your refund or payment is processed. Please be aware that you can e-file your 2022 amended federal tax return, but states may require amendments to be printed and filed by mail. Please see How to amend a tax return for instructions. Please see Where's My Amended Return? to check the status of your amended return.
Yes, it is best to file an amendment to show the IRS that this was a nontaxable rollover to avoid questions later.
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‎February 3, 2023
7:32 AM
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