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thomasd76
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Do i need to amend my return for a 1099-r, rollover funds from 401k to IRA?

 
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Do i need to amend my return for a 1099-r, rollover funds from 401k to IRA?

Your tax would not change, so there is no real reason to file an amended return.
If IRS wants to make an issue of it, they will contact you.

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2 Replies

Do i need to amend my return for a 1099-r, rollover funds from 401k to IRA?

Your tax would not change, so there is no real reason to file an amended return.
If IRS wants to make an issue of it, they will contact you.

Do i need to amend my return for a 1099-r, rollover funds from 401k to IRA?

This assumes 100% of the funds were rolled over and your 1099 shows Code G, for Rollover.

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