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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.**
‎June 6, 2019
12:38 AM