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 Jun 3, 2019 12:17:19 PM

I received a 2016 Amended Form 1099 from Wells Fargo. Where do I enter this info when amending my online turbotax form? I have received my federal refund but not my state

0 10 1067
10 Replies
New Member
Jun 3, 2019 12:17:21 PM

What type of 1099 was it?

New Member
Jun 3, 2019 12:17:22 PM

It's a summary of reportable tax info. 1099 div, 1099 int,1099 b

New Member
Jun 3, 2019 12:17:23 PM

Thank you!

New Member
Jun 3, 2019 12:17:24 PM

Will this change be under 1099 misc?

New Member
Jun 3, 2019 12:17:26 PM

There is a difference of like $15.00 do I still need to amend?

Level 3
Jun 3, 2019 12:17:26 PM

$15 in tax owed or $15 in income?  If it was in tax owed I would amend.

Go into Interest an d Dividends OR Stock Sales, depending on which 1099 you have.

New Member
Jun 3, 2019 12:17:27 PM

I went in to the your income section and edited all the dividend information. That's all that changed. Then do I have to re enter all our info?

New Member
Jun 3, 2019 12:17:28 PM

It shows a refund of $8.00

Level 3
Jun 3, 2019 12:17:30 PM

If you don't mind not getting the $8 back, then you do NOT need to amend.

Level 3
Jun 3, 2019 12:17:32 PM

When your return is zeroed out (see below FIRST), you'll enter the 1099 in

INT = Interest

DIV = Dividends

B = Stocks, Mutual Funds, Bonds, Other

Since you have already filed your return, first print out a copy of your original return for your records.  

Then go into Turbo Tax and click Amend (change) a filed and accepted return under Manage Your Return.    

It's zeroed out (which is why you need to keep a copy of your original return).  You can then add any additional info that you've received, and Turbo Tax walks you through the rest!  

Addresses to Mail Amendments To  

States' Departments of Revenue 

You mail the 1040X along with any schedules that changed as a result of the amendment (except the 1040).   

You also include the federal copy of any new W-2s or any 1099-Rs that had tax withheld.