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pensions
after submitting my paperwork through Turbo Tax, I realized that I never got a 1099-R for the portion of my husband's (small, from a former employer) pension that I receive since he passed away in 2020. Went back to last year's (2020) return and found that the 1099-R only reflected the payments received when my husband was alive. My 2020 tax return was reviewed and approved. So, did I mess up? BTW, I am still in the process of a trying to get my return accepted, and it has come back for fixing numerous times, so I don't think anything is set in stone yet. If this is a problem, is there a way to get into the file and correct it before submitting it again (assuming it will need "fixing" again)? Thank you for your response.
March 13, 2022
12:40 PM