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skb1030
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I left off a 1099-R from my return do I need to amend before filing my 2018 return?

 
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I left off a 1099-R from my return do I need to amend before filing my 2018 return?

if the tax return has not been filed, then just add the Form 1099-R.  You Only amend a tax return after the original tax return has been filed and accepted by the IRS or State.

To enter a form 1099-R -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen.  Click on Jump to 1099-R

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