topic Should I amend my tax forms if I forgot to include a 1099 R form with a $0 taxable amount? in After you file

Should I amend my tax forms if I forgot to include a 1099 R form with a $0 taxable amount?

MSilva — Thu, 06 Jun 2019 16:15:30 GMT

Does Box 2a of the 1099-R actually have a zero in it, or...

SweetieJean — Thu, 06 Jun 2019 16:15:32 GMT

Does Box 2a of the 1099-R actually have a zero in it, or is it empty?

it has $0.00 - thanks for your help; I appreciate it.

MSilva — Thu, 06 Jun 2019 16:15:33 GMT

it has $0.00 - thanks for your help; I appreciate it.

It would not be a bad idea to create an amended return an...

AnnetteB — Thu, 06 Jun 2019 16:15:35 GMT

It would not be a bad idea to create an amended return and include the Form 1099-R.

Even though it may not affect your bottom line refund or balance due, the amount reported in box 1 of the Form 1099-R should be reported on your return as a distribution. The IRS will have a copy of that form and will expect to see it reported.

For instructions to amend your return, see the information below.

https://ttlc.intuit.com/replies/6603004