I tried to do an amended return thought the website for late 1099-R (ROTH 401K Rollover), and it said there is no differences. Do I still need to file it then?

I filed a tax return through TurboTax website and after its completed, I got an email from my former employer about the 1099-R form (they lost my letter somehow). Since this is a direct rollover (Box 2 is 0, and code B and G on box 7), do I need to file an amended return?

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1 Best answer

Level 3

Jun 4, 2019 11:11:44 PM

You shouldn't amend unless you have a difference in tax owed. Since you don't, don't file one; just keep the paperwork with this year's files.

Level 3

Jun 4, 2019 11:11:44 PM

You shouldn't amend unless you have a difference in tax owed. Since you don't, don't file one; just keep the paperwork with this year's files.

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I tried to do an amended return thought the website for late 1099-R (ROTH 401K Rollover), and it said there is no differences. Do I still need to file it then?