What to include when amending a return for a rollover 1099-r

tiger221166 — Tue, 04 Jun 2019 20:07:11 GMT

I failed to input on my original 1040 the info from a 1099-R I received for a direct rollover of an old 401K into my current employer's 401K. This had no effect on taxable income or my refund (which I already received), but my original 1040 is inaccurate because line 16a is blank. (Line 16b is remains zero because it's not taxable.)

I have already filled out the 1040X via Turbotax, but I'm confused about the instructions -- Form 1040X does not reflect what the change to my original 1040 is, except in the comment I wrote. When I printed out the package from Turbotax, there is a new 1040 behind the 1040X which has the correct numbers in lines 16a/b. Do I send that as well with the 1040X? In the IRS instructions, it doesn't mention sending a changed 1040 anywhere. If I do send that, do I include all the schedules etc. (which have not changed)? And do I send a copy of the 1099-R? Thanks very much.

You send the 1040X and the 1040 because it changed, even...

beth-mcmullin — Tue, 04 Jun 2019 20:07:12 GMT

You send the 1040X and the 1040 because it changed, even though there was no tax effect. No need to send any of the schedules or the 1099-R.

Re: What to include when amending a return for a rollover 1099-r

ziggylink — Thu, 11 Jun 2020 05:14:23 GMT

Thank you so much, this saved my bacon this year. I was about to send everything!

topic What to include when amending a return for a rollover 1099-r in Retirement tax questions

What to include when amending a return for a rollover 1099-r

You send the 1040X and the 1040 because it changed, even...

Re: What to include when amending a return for a rollover 1099-r