☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jun 4, 2019 5:48:26 PM

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?

0 1 457
1 Best answer
Expert Alumni
Jun 4, 2019 5:48:28 PM

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.

1 Replies
Expert Alumni
Jun 4, 2019 5:48:28 PM

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.