Should I file an amended return if I received a 1099-R for a rollover distribution (Distribution code G) with no tax consequence?

[MinhT · Accepted solution]

Code G in box 7 of form 1099-R is for a direct rollover which is not taxable.

The IRS has a copy of your form 1099-R but will know from code G in box 7 that it is not taxable. You do not need to amend your tax return. Just keep that form 1099-R in your tax records for at least 3 years.

[mojuditax]

Thank you. Unfortunately I used TurboTax to create an amended return before I asked the question. I efiled my Federal so I'll do nothing there and I'll only mail the original state. I cannot get the original Turbotax file to open. Is there anyway to return to the file before I amended?

[MinhT]

Please follow these instructions:
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