PattiF
Expert Alumni

Get your taxes done using TurboTax

If your return has not been accepted by the IRS yet, you would be able to add the additional information that you should receive about your husband's pension.

 

The administrator that issued the 1099-R that you received for your husband in 2020 needs to be contacted to get the Form 1099-R that you need for your taxes. Contact them directly if possible, or through your husband's employer.

 

If your return has been accepted by the IRS, you can amend your return when you have the 1099-R. An amended return, Form 1040-X, doesn't have to be sent to the IRS by April 18. You have three years to send in the amended return. The amended return can be ef-filed.

 

We are sorry for the loss of your husband.

 

 

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