https://ttlc.intuit.com/community/retirement/discussion/re-amending-my-return/01/3491872#M234797 <P>Amazing, thank you so much! Yes it was rolled over to a Traditional IRA.</P> Mon, 17 Feb 2025 22:42:36 GMT Kaeric1 2025-02-17T22:42:36Z https://ttlc.intuit.com/community/retirement/discussion/amending-my-return/01/3482298#M233730 <P>I filed my tax return for last year and shortly after doing so, I received a 1099-R for transferring my 401k into a Rollover IRA. The 1099-R has a gross distribution amount listed and a taxable amount of $0 (also, box 7 is G). I attempted to amend my return and was told nothing changed and, therefore, an amendment is not needed. My question is do I need to amend my return, and if so where are these numbers supposed to go on the 1040-X?</P><P>Thank you for your help!</P> Fri, 14 Feb 2025 05:10:55 GMT https://ttlc.intuit.com/community/retirement/discussion/amending-my-return/01/3482298#M233730 Kaeric1 2025-02-14T05:10:55Z https://ttlc.intuit.com/community/retirement/discussion/re-amending-my-return/01/3491637#M234764 <P><SPAN>No you do not need to amend. Direct rollovers reported with code G in box 7 can be either nontaxable or taxable depending on the type of account that receives the rollover. Assuming the destination IRA is a traditional IRA, then there is nothing to amend.&nbsp;<BR /><BR />Keep&nbsp; the 1099-R for your records.</SPAN></P> Mon, 17 Feb 2025 21:48:35 GMT https://ttlc.intuit.com/community/retirement/discussion/re-amending-my-return/01/3491637#M234764 PaulaM 2025-02-17T21:48:35Z https://ttlc.intuit.com/community/retirement/discussion/re-amending-my-return/01/3491872#M234797 <P>Amazing, thank you so much! Yes it was rolled over to a Traditional IRA.</P> Mon, 17 Feb 2025 22:42:36 GMT https://ttlc.intuit.com/community/retirement/discussion/re-amending-my-return/01/3491872#M234797 Kaeric1 2025-02-17T22:42:36Z