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Amended 2020 now need to ammend 2021?
I never received a 1099-R for a 401-K withdrawal. Thus forgetting to include it with my 2020 1040. I amended my 2020 1040 and submitted 1040X. With the 1040X I submitted 8915-E Qualified 2020 Disaster Retirement Plan Distributions and Repayments. I selected to spread the taxable amount over 3 years. I have two questions:
1. Turbo Tax printed out 2021 Form 1040-ES Payment Vouchers. I'm guessing I need to send in those payments ASAP because they were due in 2021. This leads into Question 2.
2. How do I amend my 2021 1040 using Turbo Tax where Turbo Tax knows I amended 2020? And how does the Payments get accounted for? And how does Turbo Tax know about the spreading of Tax over 3 years.
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‎January 15, 2023
12:09 PM