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Do I need to amend my return if I forgot a 1099R with no tax consequences? It was a rollover to another IRA.

 
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DavidS127
Expert Alumni

Do I need to amend my return if I forgot a 1099R with no tax consequences? It was a rollover to another IRA.

No, you do not need to amend your return, because you are not changing your filing status, number of dependents, or total income.  If the IRS has a question about the omitted Form 1099R, they will contact you by mail and ask for additional information.

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DavidS127
Expert Alumni

Do I need to amend my return if I forgot a 1099R with no tax consequences? It was a rollover to another IRA.

No, you do not need to amend your return, because you are not changing your filing status, number of dependents, or total income.  If the IRS has a question about the omitted Form 1099R, they will contact you by mail and ask for additional information.

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