Should I amend my return? My 2021 return submitted/approved. Reporting 1099-R I failed to tell TT the distribution was for IRA. It was attributed to pension withdrawal.

Does IRS need to know it was a required minimum distribution and not a normal pension distribution?

202

1 Best answer

Level 15

Feb 4, 2022 11:48:52 AM

Did it show up on line 5 instead of line 4? The IRS may see its missing on line 4 and send you a bill. Then they might see line 5 is too much and send you a refund. So wait and see what happens.

Level 15

Feb 4, 2022 11:48:52 AM

Did it show up on line 5 instead of line 4? The IRS may see its missing on line 4 and send you a bill. Then they might see line 5 is too much and send you a refund. So wait and see what happens.

Why sign in to the Community?

Should I amend my return? My 2021 return submitted/approved. Reporting 1099-R I failed to tell TT the distribution was for IRA. It was attributed to pension withdrawal.