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Missed a 1099-r after I have already filed

I filed 1/27 and got accepted the same day but today I got a 1099-r from my old 401k that my company used back in 2018.  I guess it had a balance of 110.51in 2019 that they withdrew since thats what the 1099-r says was distributed I never got the check and since we didn't use that 401k company in 2019 I had no idea to look out for one. I did file my other 1099-r though. 

It's only for 110.51 and the federal taxes was taken out so I'm assuming it wont really change much if anything. 

Also I missed filing my 1099-sa for 628.00 but it was for qualified distribution and shouldn't be taxable according to the form. 

Will the IRS correct these for me,send me to a fill blown review or will I still get my refund so I can amend later?  

Anyone had any experience with that and it causing refund delays and issues? 

 

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1 Reply
BarbaraW22
Expert Alumni

Missed a 1099-r after I have already filed

No, the IRS will not correct your return for you. However, the IRS has also received a copy of these forms and will be looking for that information on your tax return. If you did not correct this, the IRS would most likely notify you by mail that this information was not reported on your return.

 

You will need to amend your return to include the 1099-R and 1099-SA. Since you already submitted your return and it has been accepted, you will need to amend your return. Here's how to do this:

 

  1. Log into TurboTax and click on "Tax Home"
  2. Scroll down to Your tax return & documents (you may need to select Show), select 2019 and then Amend (change) return.
  3. Select Amend using TurboTax Online

 

To add your 1099-R:

 

  1. Click on "Wages & Income" at the top
  2. Click on "Show More" to the right of "Retirement Plans & Social Security"
  3. Then click on "Start" or "Revisit" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
  4. Click on "Add a 1099-R" and enter your information

 

To add your 1099-SA:

 

  1. Click on "Wages & Income" at the top
  2. Scroll down to "Less Common Income" and click on "Show More"
  3. Then click on "Start" or "Revisit" next to "1099-SA, HSA, MSA"
  4. Enter your information
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