AnnetteB6
Expert Alumni

Retirement tax questions

If the entire distribution was directly rolled over into a similar account so that there were no tax consequences (for example, you did not roll a 401 k plan into a Roth IRA, which would be taxable), then filing an amended return to include the Form 1099-R would not change anything.  

 

Instead, keep the Form 1099-R with your tax records just in case there is a question from the IRS about why it was not reported with your original return.  

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