1040X Amended tax return-where to put 1099-R distribution CD "J"??

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turkey1234
Posts: 21
Joined: Tue Sep 25, 2018 8:45 am

1040X Amended tax return-where to put 1099-R distribution CD "J"??

Post by turkey1234 » Fri Nov 02, 2018 11:18 am

We received notice from IRS to amend tax return . It says Retirement Income Gross $500 from Vanguard Form 1099-R Distrib CD J. I have no idea what this means. Any idea where to put this on tax form 1040X?
Thanks!

jebmke
Posts: 8475
Joined: Thu Apr 05, 2007 2:44 pm

Re: 1040X Amended tax return-where to put 1099-R distribution CD "J"??

Post by jebmke » Fri Nov 02, 2018 11:26 am

Looks like an adjusted gross income item. Looking at the 1040X there is only one line for Income adjustments and that is Line 1.
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MarkNYC
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Joined: Mon May 05, 2008 7:58 pm

Re: 1040X Amended tax return-where to put 1099-R distribution CD "J"??

Post by MarkNYC » Fri Nov 02, 2018 11:49 am

Code J on the 1099-R indicates an early distribution from a Roth IRA. The IRS would like to know why none of the distribution is taxable and/or subject to the 10% early distribution penalty.

You should complete Part III of Form 8606, and file it with the requested amended return Form 1040X.

turkey1234
Posts: 21
Joined: Tue Sep 25, 2018 8:45 am

Re: 1040X Amended tax return-where to put 1099-R distribution CD "J"??

Post by turkey1234 » Fri Nov 02, 2018 11:53 am

ok thank you!!

clydewolf
Posts: 735
Joined: Tue Jul 21, 2015 12:51 pm

Re: 1040X Amended tax return-where to put 1099-R distribution CD "J"??

Post by clydewolf » Fri Nov 02, 2018 2:22 pm

You may also need form 5329: https://www.irs.gov/pub/irs-pdf/i5329.pdf

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