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Do i need to amend my return if I need to add a 1099-r? It was a direct rollover into my new 401k plan (everything rolled over and I received no distributions).

 
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Do i need to amend my return if I need to add a 1099-r? It was a direct rollover into my new 401k plan (everything rolled over and I received no distributions).

Since reporting the 1099-R would not change the amount you owe or the refund you're due, you're not required to amend your federal tax return.  If you had some tax basis in the 401(k) from after tax contributions (it's not likely), I recommend amending the return just to maintain accurate records in TurboTax and with the IRS. 

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New Member

Do i need to amend my return if I need to add a 1099-r? It was a direct rollover into my new 401k plan (everything rolled over and I received no distributions).

Since reporting the 1099-R would not change the amount you owe or the refund you're due, you're not required to amend your federal tax return.  If you had some tax basis in the 401(k) from after tax contributions (it's not likely), I recommend amending the return just to maintain accurate records in TurboTax and with the IRS. 

View solution in original post