Do I need to file an amendment if I already filed my taxes and today I received a Form 1099R, Distribution Code G, for rolling over my 401K into a retirement account?

annereuther · ‎June 4, 2019

MinhT · ‎June 4, 2019

Code G is for a direct rollover which is not taxable. This form 1099-R has no impact on your tax return. The IRS has that form but from the code in box 7 would know that it is not taxable. I would advise that there no need for an amended return, Keep that form 1099-R in your tax records for at least 3 years.

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MinhT · ‎June 4, 2019

Code G is for a direct rollover which is not taxable. This form 1099-R has no impact on your tax return. The IRS has that form but from the code in box 7 would know that it is not taxable. I would advise that there no need for an amended return, Keep that form 1099-R in your tax records for at least 3 years.

**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 file an amendment if I already filed my taxes and today I received a Form 1099R, Distribution Code G, for rolling over my 401K into a retirement account?