DavidD66
Expert Alumni

Retirement tax questions

It's not an issue.  It's in an IRA and the fact that you didn't report the rollover six years ago will not affect your IRA.  The risk, which was in 2016, was that the rollover would have been treated as a taxable distribution because you didn't report it.  If that had happened and you paid tax on it, it would be too late to file an amended return and get a refund.  More than likely it was a direct rollover: custodian to custodian, indicated so with code G on your 1099-R. If you did file an amended return, there would be on changes on your Form 1040X.  I wouldn't worry about it.

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