Hi, I needed to amend 2021 taxes to add 1099-R after I started on my 2022 (TTax home/business). Can I bring in the changes somehow? or do I need to start all over? thx!

[BrittanyS]

If the IRS accepts your 2022 return, you will have to amend your return to add the additional 1099-R.  You will not want to make any changes or adjustments to the return while it is pending.  The IRS will first have to accept or reject the return.  

If your return is accepted, you will need to follow the following steps in TurboTax to amend the return:

1. Sign in to TurboTax
2. On the home screen, scroll down to Your tax returns & documents and select the year you want to amend
3. Select Amend (change) return, then Amend using TurboTax Online
   • If you're told to amend your return via TurboTax Desktop, follow the steps for TurboTax CD/Download below instead
4. On the screen OK, let's get a kickstart on your amended return, select the reason(s) you're amending and Continue
5. When you reach Here's the info for your amended federal return, select Start next to the info you need to change
6. Continue through the screens, make the changes you need to make, and carefully answer the remaining questions to finish amending your return

For more information on amending returns, see the link below:

How do I amend my federal tax return?

[hshankar-gmail-c]

Thank you Brittany. I'm not sure I presented my situation clearly:

I'd filed 2021 taxes last year. And I'd started working on 2022 taxes importing from my 2021 return. 

I've done about 4+ hours on the 2022 return. (It is not due until October 2023 for my county due to storms etc.).

I now realize I need to amend my 2021 returns. I've managed to do that using 2021 Turbo-Tax and have printed and mailed the amended 2021 returns to IRS.  

I suppose I have 2 questions:

1) Should I wait for it to get acknowledged before proceeding with 2022 work? Or, can I somehow "bring" in the amended 2021 part to my 2022 return? Or should I just restart my 2022 work, importing the ameneded-2021 return into 2022 Turbo-Tax and do everything again? 

2) Separately, can I file the 2022 (with the changes), before hearing back about the 2021 amendment from IRS? I'm pretty certain of the validity of my amendment (I'd omitted a 1099-R for 2021 and the amendment was to include it. It made no change to the taxes). 

thanks again!

[CarissaM]

If you completed your amended return within Turbo Tax, then use the amended return information to prepare the 2022 return. 

Yes you can file the 2022 prior to hearing about the amended return, as amended returns can take 4-8 weeks to be processed. @hshankar-gmail-c 

[hshankar-gmail-c]

Thanks very much!