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nshm1682
New Member

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

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.
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2 Replies

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

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-...

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

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.

 

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