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Retirement tax questions
Thank you once again for the response. It is greatly appreciated. More to the story....
One of the 2018 1099Rs has an amount in box 2a, box 2b is not checked and there is an amount in box 4.
The other 2018 1099R has no entry in box 2a, box 2b is checked and box 4 is 0.00 and box 7 is "P".
Including the information from both 2018 1099Rs in the amended 2017 taxes changes the amount of tax owed. So, I probably should file a 2017 1040X and include the 2018 1099R that has an amount in box 2a and box 4?
One of the 2018 1099Rs has an amount in box 2a, box 2b is not checked and there is an amount in box 4.
The other 2018 1099R has no entry in box 2a, box 2b is checked and box 4 is 0.00 and box 7 is "P".
Including the information from both 2018 1099Rs in the amended 2017 taxes changes the amount of tax owed. So, I probably should file a 2017 1040X and include the 2018 1099R that has an amount in box 2a and box 4?
‎June 4, 2019
5:15 PM