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dmatt219
New Member

Do I need to amend my taxes? I filed my 2017 return , then I received a 1099 for my 401k that was rolled over into a 403b, it was a non taxable event.

 
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KatrinaB
Intuit Alumni

Do I need to amend my taxes? I filed my 2017 return , then I received a 1099 for my 401k that was rolled over into a 403b, it was a non taxable event.

Yes. The IRS will receive a copy of your form 1099-R, so you do need to file an amended return. You will need to wait until your original return has been completely processed before doing so to avoid delays. 

Once you're ready to file it, you can prepare the amendment using TurboTax software but you will need to paper file the return documents. Amended returns are not eligible for e-file. 

Please follow the directions below to file your amended tax return.

https://ttlc.intuit.com/replies/3288565

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1 Reply
KatrinaB
Intuit Alumni

Do I need to amend my taxes? I filed my 2017 return , then I received a 1099 for my 401k that was rolled over into a 403b, it was a non taxable event.

Yes. The IRS will receive a copy of your form 1099-R, so you do need to file an amended return. You will need to wait until your original return has been completely processed before doing so to avoid delays. 

Once you're ready to file it, you can prepare the amendment using TurboTax software but you will need to paper file the return documents. Amended returns are not eligible for e-file. 

Please follow the directions below to file your amended tax return.

https://ttlc.intuit.com/replies/3288565

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