DavidD66
Expert Alumni

Get your taxes done using TurboTax

I'll address the easy one first:  Yes, you can file your 2024 tax return before you amend your 2023 return.

 

As for your 2023 tax return:  If the 1099-R you did not include on your 2023 tax return (original or amended) was Direct Rollover, with a Code "G" in box 7 of Form 1099-R, you might want to wait and see if the IRS sends you a letter about it.  If reported properly, it would not change anything on your tax return.  If you do receive a letter from the IRS, you may be able to resolve the issue by writing a letter and explaining that you did indeed rollover the funds.  That said, you should be able to file a second amended return in TurboTax Online, but the phone agent is correct, the amend process for the second amended return will be a smoother one if you switch to Desktop.  But I would try dong nothing first.   

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