shemeko32
New Member

What if you forgot to file your 1098T and your other W2

 

After you file

Amend them after you have received your refund.

After you file

 

Did you really click that big orange button that said “Transmit my return now?”  If you did that, you cannot do anything to fix it yet.  The IRS will begin to accept/reject 2019 returns on January 27.  You have to wait for the email that tells you if your return was accepted or rejected.

 

Filing before you have all of your information causes you a lot of aggravation that could be avoided if you just wait until you have everything first and then take your time preparing your return so you do not mess it up because of a rush to get a refund.

You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox

If you left out a W-2, or a dependent, or a 1099 etc…DO NOT change your return while it is pending.  The changes will go nowhere.

Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.

 If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and mail it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X. You cannot e-file an amended return.  They have to be mailed, and it takes at least 2-4 months for the IRS to process an amended return.  Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
DawnC
Employee Tax Expert

After you file

If you have not submitted your tax return yet, you can sign back into your account and add the information. 

 

If you have already submitted your return and it is Pending, you will need to wait until it is either Accepted or Rejected.  If your tax return gets rejected for any reason, you will be able to add your 1098-T and W-2 and then resubmit your tax return.  If your tax return is already accepted, you will need to file an amended return (after the IRS processes the original return) in order to add your documents. 

 

How do I amend my 2019 TurboTax Online return?    This link gives instructions on how to amend.  If you do need to amend, wait until your original return has been processed in order to avoid any unnecessary delays.  

 

 

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"