Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Sep 30, 2022 5:36:28 PM

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.

0 2 257
2 Replies
Level 15
Sep 30, 2022 5:48:45 PM

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-...

Level 15
Sep 30, 2022 6:04:31 PM

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.