How do I amend the 2021 return to segregate the Line 5 onto Lines 4 & 5?

jwest0334 · ‎January 21, 2023

Last year I misstated my Pension income by including IRA distributions.

Critter-3 · ‎January 21, 2023

Since this will not affect the bottom line of the form 1040 I would do nothing right now ... just wait and see if you get an IRS letter then you can simply point out the error at that time.

jwest0334 · ‎January 24, 2023

I prefer to correct my error now, rather than wait to hear from the IRS. How should I precede?

Critter-3 · ‎January 24, 2023

Easy fix ... return to the 1099-R entry screens ... edit each forms and click or unclick the IRA box as needed ... this will put the items on the correct lines.

See this TurboTax support FAQ for amending a tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-a...