Retirement tax questions

Theoretically you should amend, but since a code G (if box 2a is zero) will not change the tax I would not amend.

If the IRS ever sends a letter questioning it (in a year or so), then a simple phone call to the number on the letter should clear it up without amending.  Just keep the 1099-R and a copy of your tax return handy.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

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