Avington
Level 1
12-07-2019
02:48 AM
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TaxMonkey
Level 8
12-07-2019
02:48 AM
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Where were you planning to report it?
BearTax
Level 2
12-07-2019
02:48 AM
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You would not have to amend it unless it created a credit for Retirement savers credit. Then you may want to. If you do not amend I would still put it into the tax software to keep track of basis in case they take a distribution out before age 59 1/2.