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cocamo12
New Member

1099 R entered in W-2 category, already e-filed, what now?

already e-filed.

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Accepted Solutions
Anita01
New Member

1099 R entered in W-2 category, already e-filed, what now?

If your return is rejected, you can delete the 1099-R and enter it in the correct place.  

To delete it, Click on the Federal Taxes tab, wages and income right below

 If you see the Choose What I work on screen next, then choose that option.  If you don't see it, then you'll come to a list of all the income types.

Update the W-2 section and delete the W-2.  

To enter the 1099-R, scroll down to Retirement and start or update the 1099-R section.

If it's accepted, wait until you receive the original refund or your payment of tax clears.  Amended returns are filed on paper in the mail and it takes the IRS 6-12 weeks or more to process them.  Don't make any changes in your return until you start the amendment.

You'll have to select and read the amend instructions for the CD/Download product in the link below, although you'll still follow the instructions above when you get to the point of actually making the changes in your return.  

https://ttlc.intuit.com/replies/5114064



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1 Reply
Anita01
New Member

1099 R entered in W-2 category, already e-filed, what now?

If your return is rejected, you can delete the 1099-R and enter it in the correct place.  

To delete it, Click on the Federal Taxes tab, wages and income right below

 If you see the Choose What I work on screen next, then choose that option.  If you don't see it, then you'll come to a list of all the income types.

Update the W-2 section and delete the W-2.  

To enter the 1099-R, scroll down to Retirement and start or update the 1099-R section.

If it's accepted, wait until you receive the original refund or your payment of tax clears.  Amended returns are filed on paper in the mail and it takes the IRS 6-12 weeks or more to process them.  Don't make any changes in your return until you start the amendment.

You'll have to select and read the amend instructions for the CD/Download product in the link below, although you'll still follow the instructions above when you get to the point of actually making the changes in your return.  

https://ttlc.intuit.com/replies/5114064



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