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Level 2
March 12, 2020
Solved

Corrected 1099-R changed only box 2b

  • March 12, 2020
  • 1 reply
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Original 1099-R box 2b for my 401k showed "X" in the total distribution box. In reality, this distrib was an annual RMD that I've been withdrawing yearly as required for the past 4 years and there are funds in this 401k that I will continue to withdraw for the rest of my life. It was NOT a total distribution, but I filled out TT based on what the original 1099-R says.

My 2019 return was accepted 3 weeks ago. Today I get a "corrected" 1099-R with box 2b showing blank, and an apology letter from the company. All the $ amounts on both the original and corrected 1099-R are identical. Do I need to file an amended Fed and State return for 2019 ? Thanks.

Best answer by dmertz

No, you don't need to amend.  The marking of the Total distribution box would not have had any effect on your tax return.

1 reply

dmertzAnswer
Level 15
March 12, 2020

No, you don't need to amend.  The marking of the Total distribution box would not have had any effect on your tax return.

kvast400Author
Level 2
March 13, 2020

Thanks for the quick response !