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Level 3
Apr 29, 2023 2:54 PM UTC
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?

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DoninGA
DoninGAAnswer
Level 15
Apr 29, 2023 2:57 PM UTC

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?

4 replies

DoninGA
Level 15
DoninGALevel 15Answer
Level 15
Apr 29, 2023 2:57 PM UTC

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
Apr 30, 2023 1:53 PM UTC

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

DoninGA
Level 15
Level 15
Apr 30, 2023 2:34 PM UTC

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