1099

drickles · ‎February 25, 2021

I received a 1099 from a previous 401K that I rolled over to my current 401K after I filed my taxes. Do I need to amend my taxes?

HelenC12 · ‎February 25, 2021

Yes, you have to amend your income tax return to report the 1099-R Rollover form, if the IRS has accepted your 2020 income tax return.

For additional information, see Do I need to amend?

At this time, you're not able to amend a 2020 income tax return. As of today, it's estimated that the IRS will finalize the 1040X form on 3/25/2021. However check the forms availability to see any updates to that date.

Once the IRS has finalized your return, see How to amend (change or correct) a return you already filed?

Three weeks after you finish and send in your amended return, you can check the status using the Where's My Amended Return? online tool or by calling the toll-free telephone number 866-464-2050.

Generally, Form 1040-X, Amended U.S. Individual Income Tax Return, must be filed within three years of the date the original return was filed, or within two years of the date the tax was paid, whichever is later.

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