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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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