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dios1
Level 2
Jul 28, 2022 4:56 PM UTC
Question

coronavirus-related distribution amendment

Client had a 1099-R Covid-related distribution in 2020. They failed to report the form since it was an Electronic statement and did not provide it during tax preparation. 

Is there any limitation or rule against filing an amended tax return and claim the Covid-related distribution?

 

Thank you

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2 replies

dkh
dkh
Level 15
Jul 28, 2022 6:18 PM UTC

If client took a distribution, they will have to amend to include in 2020 income - or wait for a CP2000 notice.

The 3yr spread was the default for covid-related distributions.  Taxpayer had to elect to NOT have the 3yr spread.

    qbteachmt
    qbteachmt
    Level 15
    Jul 29, 2022 5:36 PM UTC

    That means amending 2020 and (if it got filed already) 2021.

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