Do I have to file an amended 2018 if I didn't initially include the actual 1099-R to recategorize from Roth to Traditional. I did, however, account for it. Just no form.

MNTriguy · ‎February 2, 2020

DianeC958 · ‎February 2, 2020

Yes, it is best for you to send in an amended return for 2018 to account for the change correctly and with the correct forms.

Once you have made the changes you will need to print, sign, date and mail the forms to the IRS and your State (if applicable) according to the instructions that will print off with the return

Link to amending prior year's taxes using TurboTax

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Do I have to file an amended 2018 if I didn't initially include the actual 1099-R to recategorize from Roth to Traditional. I did, however, account for it. Just no form.

Do I have to file an amended 2018 if I didn't initially include the actual 1099-R to recategorize from Roth to Traditional. I did, however, account for it. Just no form.

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Do I have to file an amended 2018 if I didn't initially include the actual 1099-R to recategorize from Roth to Traditional. I did, however, account for it. Just no form.

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Do I have to file an amended 2018 if I didn't initially include the actual 1099-R to recategorize from Roth to Traditional. I did, however, account for it. Just no form.

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