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Level 3
April 29, 2023
Solved

I received a revised 1099R, but it doesn't decrease or increase my income, or cause a revision in my 1040 filings. Do I have to file a 1040-X?

  • April 29, 2023
  • 1 reply
  • 4 views
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Best answer by DoninGA

So what changed on the corrected Form 1099-R?

If the gross distribution did not change and the taxable amount did not change and the federal taxes withheld did not change, what changed?

1 reply

DoninGA
Level 15
DoninGALevel 15Answer
Level 15
April 29, 2023

So what changed on the corrected Form 1099-R?

If the gross distribution did not change and the taxable amount did not change and the federal taxes withheld did not change, what changed?

JG2222Author
Level 3
April 30, 2023

Coding of distribution from 7 to G,normal distribution to direct rollover

DoninGA
Level 15
Level 15
April 30, 2023

If you already reported the distribution as a rollover on the original tax return there is no need to amend.