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Level 1
October 1, 2022
Question

How can I add form 1099-R distribution received in 2021 from an annuity account as an amendment to my filed tax return?

  • October 1, 2022
  • 2 replies
  • 5 views
I forgot to add the distribution I received from an annuity account and 1099-R statement as income on my 2021 tax filing.  It would have increased my income.

2 replies

Critter-3
Level 15
October 1, 2022

See this TurboTax support FAQ for how to amend a tax return originally completed and filed using TurboTax - https://ttlc.intuit.com/community/amending/help/how-to-amend-change-or-correct-a-return-you-already-...

Mike9241
Level 15
Level 15
October 1, 2022

when did you file? It's possible the IRS will catch the omission and send you a bill eliminating the need to file an amended return at least for federal purposes.  you may have to amend for state if you have a state income tax.

 

Mike9241