turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Need 1040X if missplaced W2 item to taxable 1099 R?

I have received a late W2 after I efile the return. Do I need to file 1040X amend form if I misplaced this W2 item as a taxable 1099 R item with distribution code 7? The total income and tax withholding are exactly the same, no  tax due or return is required. How about the state tax?

I have also re-done the entries and found no difference. 

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies
MichelleLO
Intuit Alumni

Need 1040X if missplaced W2 item to taxable 1099 R?

Please see the TurboTax FAQ  Do I need to amend? to assist you with determining you need to amend your return. 

If filing an amended return is necessary, please see How do I amend my 2019 TurboTax Online return? for instructions.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Need 1040X if missplaced W2 item to taxable 1099 R?

This does not answer my specific question. I still don’t know if I need to file 1040X. Again, the bottom line is the same except I misplaced W2 item in the 1099R section which has also been tax withheld.

Hope I can get help from other experienced person.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question