https://ttlc.intuit.com/community/retirement/discussion/i-just-submitted-my-2020-return-and-it-has-been-accepted-by-the-irs-i-found-a-1099-r-for-a-direct/01/2146146#M144634 Taxable amount in Box 2a is $0.&nbsp;&nbsp;Box 4 - Federal Income Tax Withheld is $0. Mon, 29 Mar 2021 00:40:16 GMT alexhaynes 2021-03-29T00:40:16Z https://ttlc.intuit.com/community/retirement/discussion/i-just-submitted-my-2020-return-and-it-has-been-accepted-by-the-irs-i-found-a-1099-r-for-a-direct/01/2146146#M144634 Taxable amount in Box 2a is $0.&nbsp;&nbsp;Box 4 - Federal Income Tax Withheld is $0. Mon, 29 Mar 2021 00:40:16 GMT https://ttlc.intuit.com/community/retirement/discussion/i-just-submitted-my-2020-return-and-it-has-been-accepted-by-the-irs-i-found-a-1099-r-for-a-direct/01/2146146#M144634 alexhaynes 2021-03-29T00:40:16Z https://ttlc.intuit.com/community/retirement/discussion/re-i-just-submitted-my-2020-return-and-it-has-been-accepted-by-the-irs-i-found-a-1099-r-for-a-direct/01/2146213#M144642 <P>YES you will amend the return LATER after the IRS has fully processed the original return.&nbsp; Even a 1099-R with a code G in box 7 MUST be entered on the return&nbsp; or the IRS will eventually send you an audit letter you will have to respond to later with guess what ... an amended return.&nbsp; &nbsp;New this year, you can efile the amended return however you have until 10/15 to do so thus you don't need to rush.&nbsp;&nbsp;</P> Mon, 29 Mar 2021 00:57:13 GMT https://ttlc.intuit.com/community/retirement/discussion/re-i-just-submitted-my-2020-return-and-it-has-been-accepted-by-the-irs-i-found-a-1099-r-for-a-direct/01/2146213#M144642 Critter-3 2021-03-29T00:57:13Z https://ttlc.intuit.com/community/retirement/discussion/re-i-just-submitted-my-2020-return-and-it-has-been-accepted-by-the-irs-i-found-a-1099-r-for-a-d/01/2146219#M144644 <P>No, that would&nbsp;not generate a tax liability. TurboTax des not need that 1099-R entered.&nbsp;</P> <P>Keep a copy with your tax file.&nbsp;</P> Mon, 29 Mar 2021 01:00:10 GMT https://ttlc.intuit.com/community/retirement/discussion/re-i-just-submitted-my-2020-return-and-it-has-been-accepted-by-the-irs-i-found-a-1099-r-for-a-d/01/2146219#M144644 KrisD15 2021-03-29T01:00:10Z https://ttlc.intuit.com/community/retirement/discussion/re-i-just-submitted-my-2020-return-and-it-has-been-accepted-by-the-irs-i-found-a-1099-r-for-a-d/01/2146609#M144672 <P>Why would IRS ask for an amendment for a 1099R code G ?</P><P>IRS know what code G means.</P> Mon, 29 Mar 2021 03:50:24 GMT https://ttlc.intuit.com/community/retirement/discussion/re-i-just-submitted-my-2020-return-and-it-has-been-accepted-by-the-irs-i-found-a-1099-r-for-a-d/01/2146609#M144672 fanfare 2021-03-29T03:50:24Z https://ttlc.intuit.com/community/retirement/discussion/re-i-just-submitted-my-2020-return-and-it-has-been-accepted-by-the-irs-i-found-a-1099-r-for-a-d/01/2146877#M144685 <P>You would think so&nbsp; BUT the IRS computers look for mismatched INCOME and send out a CP2000 notice to explain the missing income which technically the 1099-R reports in box 1&nbsp; and is entered as such on the form 1040.&nbsp; The fact that this is a non taxable rollover (which is how it is reported on the tax return)&nbsp; is not taken into consideration when sending out the annoying notice.&nbsp;So either you must take care of the issue now by amending the return&nbsp; OR&nbsp; &nbsp;later in response to the CP2000 notice.&nbsp;</P> Mon, 29 Mar 2021 10:56:21 GMT https://ttlc.intuit.com/community/retirement/discussion/re-i-just-submitted-my-2020-return-and-it-has-been-accepted-by-the-irs-i-found-a-1099-r-for-a-d/01/2146877#M144685 Critter-3 2021-03-29T10:56:21Z