sunup268
New Member
Joined: Feb 16, 2014 22:54:57 GMT -5
Posts: 7 
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Post by sunup268 on Apr 8, 2018 13:46:39 GMT -5
I forgot to include a 1099-R that I received for a direct roll-over on my tax return. It was the balance of an account I had with a company that was bought out by the company I now work for. The form states that it is fully non-taxable and Fidelity declared the roll-over that they received on form 5498 to my traditional IRA account.
Do I need to file an amended return?
Thanks!
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gacpa
Familiar Member
Joined: Nov 19, 2013 16:08:06 GMT -5
Posts: 734
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Post by gacpa on Apr 9, 2018 19:20:04 GMT -5
Yes, you do. You need to report it on your return, and then be sure to use the code indicating it was a direct rollover and not taxable.
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sunup268
New Member
Joined: Feb 16, 2014 22:54:57 GMT -5
Posts: 7
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Post by sunup268 on Apr 10, 2018 5:43:56 GMT -5
Thank you!
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