Do I need to file an amended return to include a 1099-R form that was a rollover - distribution code G.? No money was withdrawn.

durham4209 · ‎March 28, 2021

Missed filing a 1099-R form. No distribution was taken (Code G). Do I need to file an amended return?

ColeenD3 · ‎March 28, 2021

No. There will be zero change in the return.

macuser_22 · ‎March 28, 2021

You might get an IRS letter in a year or so asking for proof that the rollover was actually completed. Keep your account statements that show the deposit to your account.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

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Do I need to file an amended return to include a 1099-R form that was a rollover - distribution code G.? No money was withdrawn.

Do I need to file an amended return to include a 1099-R form that was a rollover - distribution code G.? No money was withdrawn.

Do I need to file an amended return to include a 1099-R form that was a rollover - distribution code G.? No money was withdrawn.

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Do I need to file an amended return to include a 1099-R form that was a rollover - distribution code G.? No money was withdrawn.

Do I need to file an amended return to include a 1099-R form that was a rollover - distribution code G.? No money was withdrawn.

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