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Get your taxes done using TurboTax
I finally received my 2021 1099-R and was getting ready to amend my 2020 tax return through TurboTax.
I was going application filling in the information in the 1099-R form which has a gross distribution of $4,000, a taxable amount of 0 and no checkboxes in section 2B. The distribution code is 'PJ' which is expected. TurboTax asked me to write the reasoning for the amended return. When I got to the end, and clicked to save a Copy of the amended tax return, I didn't see the 1099-R that I filled in.
Should I be appending a copy of the 1099-R I received along with the TurboTax package?
‎April 18, 2022
1:01 AM