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bcheek
New Member

Should I amend my 2018 tax return if we received a 1099-R? The 2b box has the "total distribution" box checked. And the distribution code is marked G.

 
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2 Replies

Should I amend my 2018 tax return if we received a 1099-R? The 2b box has the "total distribution" box checked. And the distribution code is marked G.

You should even though it will not change anything since none of it is taxable but doing so will avoid the IRS letter you will get in a couple of years telling you you missed reporting the form.  

dmertz
Level 15

Should I amend my 2018 tax return if we received a 1099-R? The 2b box has the "total distribution" box checked. And the distribution code is marked G.

If the code G Form 1099-R has a nonzero amount in box 2a that indicates a rollover to a Roth account, you must amend.

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