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1099r rollover: I rolled over a 401K. I received a 1099R but I forgot to enter it on my return. Do I need to file an amended return?

 
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1099r rollover: I rolled over a 401K. I received a 1099R but I forgot to enter it on my return. Do I need to file an amended return?

If it has a code G then I would not.  If the IRS does send a letter then you can answer the letter that it was a non-taxable rollover.  That can usually be done by calling the number on the letter.

**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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1099r rollover: I rolled over a 401K. I received a 1099R but I forgot to enter it on my return. Do I need to file an amended return?

If it has a code G then I would not.  If the IRS does send a letter then you can answer the letter that it was a non-taxable rollover.  That can usually be done by calling the number on the letter.

**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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