kjbr12
Level 1

I have a client who took an IRA Distribution in 2022.  The client rolled over $50k of the distribution within 60 days.  The year-end 1099-R reported the full amount of the distribution.  The 2022 tax returns were prepared based on the 1099-R.  Later the client received form 5498 showing the $50k as a rollover.  Should an amended tax return be filed.

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