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 Jan 26, 2023 6:21:36 PM

I've finished filing my tax return, but I forgot to add my SSA 1099, is there any way to add it now?

I've filed my return today but i forgot to add my SSA 1099 and my state tax return is already accepted. is there any way to add this information after filing?

0 2 745
2 Replies
Level 15
Jan 26, 2023 6:27:16 PM

Your state tax return could not have been accepted if the IRS did not accept your federal return, you will have to amend your federal tax return to include the SS benefits reported to you on a SSA-1099.

Do not amend the federal return until the IRS has finished processing the return and either has sent you a letter requesting the SSA-1099 or the IRS has issued the tax refund or processed the taxes owed and paid with return.

 

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-already-filed/L4VjJ9BA2_US_en_US

Level 15
Jan 26, 2023 6:27:18 PM

Your pending returns can not be changed. If your return is accepted you will get an email. If the return is rejected the e-mail will tell you what to correct and you can make changes before e-filing again. Amend to change an accepted return after you get your refund. Instructions below. https://ttlc.intuit.com/community/amending/help/how-to-amend-change-or-correct-a-return-you-already-filed/00/25588