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I just received a 1099-R after I filed, how do I amend my return?

 
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1 Reply
RyanH2
New Member

I just received a 1099-R after I filed, how do I amend my return?

Just follow the steps below to file an amended return. There are also directions on how to enter a 1099-R, after you've opened the amended return you can use those to enter your form.

To File an Amended Return:

1. Wait for your return to be accepted or rejected by the IRS

2. Log into your account, and at your tax timeline select your "2016 Tax Year"

3. Select to "Amend (Change) 2016 return" and follow the directions

Note: The amend form, Form 1040X for 2016, will be available in mid-February.

https://ttlc.intuit.com/replies/3288565

To Enter Form 1099-R:

1. Select the Federal Taxes Tab

2. Select the Wages & Income Sub-Tab

3. Choose Explore On My Own

4. Scroll down the page which should now show a list of available areas to visit

5. Under the Retirement Plans and Social Security section you should now see the IRA, 401(k), Pension Withdrawals (1099-R) section. You will want to select the Start option to the right.

For more information on the form 1099-r, select the link below.

https://turbotax.intuit.com/tax-tools/tax-tips/IRS-Tax-Forms/When-to-Use-Tax-Form-1099-R--Distributi...


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