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#1 |
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Registered User
Join Date: Feb 2008
Posts: 23
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1040x
i had already filed my 2008 tax return and then got a 1099-r for a roth ira distribution that i had forgot about in 2008. the cost basis was more than the distribution itself so i had a loss on the roth. there is no reportable income but do i need to do a 1040x? when i do a 1040x the adjusted gross income is the same and so forth so what do i need to do? thanks
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#2 |
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Registered User
Join Date: Oct 2001
Posts: 1,586
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Sissa51,
A good set of notes throughout the year may help avoid errors like that. I suspect the IRS may send you a note later this year or next. File form 8606 with part III completed. And add a note that explains what is going on. Form 8606 can be a stand alone form. |
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#3 |
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Registered User
Join Date: Feb 2008
Posts: 23
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thank you sir.
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