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DWdave
Level 2
March 10, 2024
Question

1099-R corrected

  • March 10, 2024
  • 2 replies
  • 9 views

Hello,

My wife and I filed a joint return for 2023 tax year that was excepted this February.

We both included information in form 1099-R for distributions from Traditional  IRA  (Roth conversion)

 in are return.

Filed  1099-R shows.... 

Box 1    17,000 

Box 2a  17,000

Box 2b   unchecked

Today we received corrected 1099-R that shows....

Box 1   17,000

Box 2a               C

Box2b         X    C

All other info. is the same.

To amend or not to amend that is the question.

Thanks to all! 

    2 replies

    D
    dmertz
    Level 15
    March 10, 2024

    Neither of these Forms is entirely correct if the distribution was from a traditional IRA.

     

    What is the code in box 7 of these Forms 1099-R?

    Is the IRA/SEP/SIMPLE box marked?

     

    If the code in box 7 is 1, 2 or 7 and the IRA/SEP/SIMPLE box is marked, box 2a must be the same as box 1 and box 2b Taxable amount not determined must be marked.

     

     

    D
    DWdaveAuthor
    Level 2
    March 11, 2024

    Hello,

    Corrected 1099-R shows

    Yes Box 7      is  marked as code 7

    IRA/SEP/SIMPLE    is marked X

    Box 2a  is marked   C in bold  where 7363.85 was shown on original.

     Box 2b Taxable amount not determined is marked   X

    Thanks.    

    JohnB5677
    JohnB5677
    Level 15
    March 10, 2024

    You may not have to file an amended return, but I have a few questions.

     

    Did you ever make any non-deductible contributions to your IRA?

    Was this a rollover, or a re-characterization?

    If you answered no to both of these questions, and Box 7 was a code 7, you do not have to file an amended tax return.

     

    If you look at the tax return you already filed, I expect the line 4a is the same as 4b, and only the conditions above will change that.

    **Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
    D
    DWdaveAuthor
    Level 2
    March 11, 2024

    Hi,

    Have never made non- deductible contributions to either IRA.

    No rollover or re-characterization. Distributions were all a Roth conversion for each of us. 

     Box 7 was a code 7

      line 4a is the same as 4b on 1040-SR

    Thank you

    D
    dmertz
    Level 15
    March 11, 2024

    As long as the box 1 amount has been included on Form 1040 line 4b, there is no need to amend your tax return.

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