I received a 10-99 r from an annuity after I filed for 2025 with zero in box 2a. it was a direct roll over from one annuity to another. Do I need to file an amendment?

SHELDON4253 · ‎February 12, 2026

10-99 r came after I filed for 2025. box 2a is 0 taxable. do I need an amendment?

RobertB4444

I would not waste your or the IRS' time with an amendment for this. It does not change your tax return any at all and the IRS has a copy of the 1099R that you received as well. They will be able to tell that it was a rollover. Save the form in your tax file and forget about it.

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RobertB4444

I would not waste your or the IRS' time with an amendment for this. It does not change your tax return any at all and the IRS has a copy of the 1099R that you received as well. They will be able to tell that it was a rollover. Save the form in your tax file and forget about it.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

SHELDON4253

Thank you for taking the time to respond to my question. I appreciate it.

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I received a 10-99 r from an annuity after I filed for 2025 with zero in box 2a. it was a direct roll over from one annuity to another. Do I need to file an amendment?