After you file

@thenaushaus 

Yes, you should amend your federal and state income tax returns if the 2020 1099-R changes your refund amount.

• See How to amend (change or correct) a return you've already filed. 

If you have a 2020 .tax file, you'll be able to upload your tax return to your 2020 tax return.

If you purchased the CD from TurboTax, contact us for a downloadable copy. If you don't already have a download account with us, you'll need to set one up.

• If you aren't able to recover your TurboTax account and you have to purchase a CD, you'll be able to transfer your 2020 .tax file provided you have a saved copy. See How do I prepare a 2020, 2019, or 2018 tax return?
• If you need copies of prior year's tax returns, you could request an IRS transcript. 

Have you tried recovering your account with your phone number?

• I went through the Account Recovery and you can uncheck the box for iPhone. You'll then be able to upload you ID. 

[Edited 02/22/22|1:21 pm PST]