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I forgot to add my wife's 1099 to my return I just did 5 minutes ago? What should I do. Also I am trying to estimate the impact. We were going to get a $1250 refund?

 
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3 Replies
CatinaT1
Expert Alumni

I forgot to add my wife's 1099 to my return I just did 5 minutes ago? What should I do. Also I am trying to estimate the impact. We were going to get a $1250 refund?

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines. 

  • You must first wait until the initial return is completely processed. 
  • You will have to use the same TurboTax account that you used for the original tax return. 
  • Once you begin your amendment, you'll see your original return.  
  • The refund calculator will start new at $0 and only reflect the changes in the refund or tax due 
  • Only make changes to the areas of your return that need to be corrected. 
  • You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment 

Select your product below and follow the instructions. 

Amend TurboTax Online 

Amend TurboTax CD/Download 

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**Mark the post that answers your question by clicking on "Mark as Best Answer"

I forgot to add my wife's 1099 to my return I just did 5 minutes ago? What should I do. Also I am trying to estimate the impact. We were going to get a $1250 refund?

Don't make changes to your filed return until you are ready to AMEND.

 

delete the 1099-R so that your tax file is identical to what was ACCEPTED.

Save a copy for your records.

 

Then issue AMEND command.

 

@georgeacrump 

You can do that now, you don't have to wait.

DianeW777
Expert Alumni

I forgot to add my wife's 1099 to my return I just did 5 minutes ago? What should I do. Also I am trying to estimate the impact. We were going to get a $1250 refund?

Do not change your tax return until you read all the instructions. TurboTax needs to know the original numbers and the corrected numbers to provide the correct end results before you prepare it.

 

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines. 

 

  • You must first wait until the initial return is completely processed.
  • You will have to use the same TurboTax account that you used for the original tax return.
  • Once you begin your amendment, you'll see your original return.
  • The refund calculator will start new at $0 and only reflect the changes in the refund or tax due
  • Only make changes to the areas of your return that need to be corrected.
  • You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment

Amend a tax return for the current tax year

 

@georgeacrump 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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