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Level 2
posted Feb 4, 2020 12:56:25 PM

Hello guys, I've received an Form 1099-R after I did my taxes last week ago. I'm wondering what are the next steps? Box 1,2 and 4 are the only things filled

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4 Replies
Expert Alumni
Feb 4, 2020 1:14:22 PM

It appears that income reported on this form 1099-R is taxable.

 

As you have already filed, you have to wait to see if your return is rejected or accepted.

 

If your return is rejected by the IRS, you can add that 1099-R and correct other errors, then re-file your return.

 

If your return is accepted, you'll need to amend your return. Please note that the amended form will not be ready before mid-February.

 

To amend your return, please follow the instructions in this TurboTax Help topic.

Level 15
Feb 4, 2020 1:16:47 PM

You might also have some checkboxes checked.  Watch for those when you enter it.  Also you need to enter the Code in box 7.  A common code is a 7.

Level 2
Feb 4, 2020 1:41:10 PM

Thank you so much 

Level 2
Feb 4, 2020 1:41:37 PM

Thank you so much for that information