Do I need to amend my return if I forgot a 1099R with no tax consequences? It was a rollover to another IRA.

dbjslj · ‎February 2, 2020

DavidS127 · ‎February 2, 2020

No, you do not need to amend your return, because you are not changing your filing status, number of dependents, or total income. If the IRS has a question about the omitted Form 1099R, they will contact you by mail and ask for additional information.

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DavidS127 · ‎February 2, 2020

No, you do not need to amend your return, because you are not changing your filing status, number of dependents, or total income. If the IRS has a question about the omitted Form 1099R, they will contact you by mail and ask for additional information.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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Do I need to amend my return if I forgot a 1099R with no tax consequences? It was a rollover to another IRA.

Do I need to amend my return if I forgot a 1099R with no tax consequences? It was a rollover to another IRA.

Do I need to amend my return if I forgot a 1099R with no tax consequences? It was a rollover to another IRA.