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posted Mar 28, 2021 8:20:24 AM

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 No money was withdrawn.

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

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2 Replies
Expert Alumni
Mar 28, 2021 8:38:45 AM

No. There will be zero change in the return.

Level 15
Mar 28, 2021 8:45:06 AM

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.