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Level 2
June 5, 2019
Solved

Missed to include 1099-R for 2017 returns. This was for 401(k) rollover to my new employer with non taxable income. There is no change to tax, do i file amended returns?

  • June 5, 2019
  • 1 reply
  • 4 views
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Best answer by macuser_22

Technically yes, practically no.  If a 1099-R with a code G, then the IRS will probably ignore it, but if you get a letter in a year or so asking about it, then just answering then letter with the copy of the 1099-R  and explanation should take care of it.  Chances are you will never get a letter.

1 reply

macuser_22
Alumni - Champ
Alumni - Champ
June 5, 2019

Technically yes, practically no.  If a 1099-R with a code G, then the IRS will probably ignore it, but if you get a letter in a year or so asking about it, then just answering then letter with the copy of the 1099-R  and explanation should take care of it.  Chances are you will never get a letter.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
Level 2
June 5, 2019
Yes code was G on 1099-R. Thanks for your response!