If your return was accepted by the IRS as filed, then you should amend it to make the correction. As you follow the process for amending your return (instructions below), you will go back to the wages/W-2 section and delete the entry you made on your original return. Then, go to the Form 1099-R section and enter the details from your Form 1099-R. Don't forget that you may need to amend your state return too.
Use these steps to go to the Form 1099-R section:
- On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
- This opens a box where you can type in “1099-R” and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
- The search results will give you an option to “Jump to 1099-R”
- Click on the blue “Jump to 1099-R” link
See the following TurboTax article to get started with the amended return: How to amend (change or correct) a return you already filed
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