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aitch74
Returning Member

Do I Need to File An Amended Return?

I already filed, but then received another 1099R for $23 of accrued income from my 401k that was rolled over. Do I need to file an amended return? The 1040-X shows no changes, since only 5a changed by $23 and since it was rolled over, none is taxable.

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2 Replies
LindaS5247
Expert Alumni

Do I Need to File An Amended Return?

If there is no change to your income/tax due you do not need to file an amended return.

 

Click here for "Should I file an amended return? From the IRS.  Then lick "Begin" at the bottom of the page.  It will ask you specifics and recommend whether to amend your tax return or not.

 

Click here for information regarding when to amend your tax return.

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aitch74
Returning Member

Do I Need to File An Amended Return?

Thank you!  I just wasn't sure whether that distribution would be considered a change in income, even though it was rolled over.

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