I just received a 1099-r for my wife but we have already filled our tax return. Can i wait until I do my 2017 taxes to add it? What are my options?

[jerry2000 · Accepted solution]

No, you can not include a 2016 form on your 2017 taxes. You will need to prepare an amended 2016 tax return and report the 1099-R there. Remember that the IRS gets copies of your 1099-Rs and they do check to see if you file them all.

[kevint]

I read that if you wait until it is declined you can refile electronically is this true?

[jerry2000]

If your e-filed 2016 tax return is rejected, then you just fix whatever caused the rejection and add the 1099-R, then you can e-file it. If your original return is accepted then you must amend to add the 1099-R and then you must file the amendment by mail you can not e-file it.

[kevint]

thank you very much