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Can I add my 1099R if my return is pending? It hasn’t been accepted bu IRS yet

 
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5 Replies
ee-ea
Level 15

Can I add my 1099R if my return is pending? It hasn’t been accepted bu IRS yet

Your filed return will be pending until the IRS starts accepting returns on Jan 29 and 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/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...

 

Can I add my 1099R if my return is pending? It hasn’t been accepted bu IRS yet

Did you click that big orange button that said “Transmit my return now?”  If you did that, you cannot do anything to fix it yet.  You have to wait for the email that tells you if your return was accepted or rejected. The IRS will begin to accept/reject e-files on January 29, so your email will come on or after 1-29.

 

 

You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.

 

If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.

 

Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return. 

 

 If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.

 

  Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Can I add my 1099R if my return is pending? It hasn’t been accepted bu IRS yet

Hi sorry to hijack the question, but I filed a couple days ago and TurboTax says both my state and federal were accepted. Today I received a 1099-r in the mail. So you’re saying I should wait for my refund then amend the 2023 return?

ee-ea
Level 15

Can I add my 1099R if my return is pending? It hasn’t been accepted bu IRS yet

@Bluedreams  

 So you’re saying I should wait for my refund then amend the 2023 return?

Absolutely yes! 

 

DaveF1006
Expert Alumni

Can I add my 1099R if my return is pending? It hasn’t been accepted bu IRS yet

Yes, you will need to amend your return to include the 1099R.  You will need to wait until 2/14 to amend your Turbo Tax return. To amend:
 

  1. Log into Turbo Tax 
  2. Select Scroll down Your tax returns & documents in your landing page.  
  3. Select Amend/change 2023 return 

You do not necessarily need to wait until you receive your refund to file the amendment but it does need to be accepted by the IRS and state. It is recommended by some to wait until you receive your refund so you will have money to pay in case if you owe after adding the 1099R.

 

 

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