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craign30
New Member

A 1099-R arrived after filing (and federal / state acceptance), but was a direct rollover, and contains a $0 taxable amount. Do I still need to file a 1040X?

 
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LinaJ2018
Intuit Alumni

A 1099-R arrived after filing (and federal / state acceptance), but was a direct rollover, and contains a $0 taxable amount. Do I still need to file a 1040X?

If the new 1099-R information does not change your refund or payment owed on your original tax return, you do not need to amend by filing a Form 1040-X. 

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1 Reply
LinaJ2018
Intuit Alumni

A 1099-R arrived after filing (and federal / state acceptance), but was a direct rollover, and contains a $0 taxable amount. Do I still need to file a 1040X?

If the new 1099-R information does not change your refund or payment owed on your original tax return, you do not need to amend by filing a Form 1040-X. 

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