DanaB27
Expert Alumni

Get your taxes done using TurboTax

Yes, now that you have the two Form 1099-Rs to enter on your 2021 tax return it will be best to amend your 2021 tax return. The Form 1099-R with codes PJ and a loss didn't change your tax due therefore it wasn't necessary to amend the return. But with two Form 1099-R, it will be best to report it and therefore amend your return.

 

We have TurboTax Live services but it seems that "only tax returns filed with Full Service can be amended with Full Service".

 

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