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Amended return - error with TurboTax? appears 1099-R form not included in returns filed
I used TurboTax to file a 2021 amended return due to a small but inadvertent 401K excess contribution (reported via 1099-R with code 'P' in box 7). However, when I downloaded the amended tax return documents, the 1099-R information I entered into TurboTax online is not included in the packet that I believe Turbo Tax sent to the IRS. I did get confirmation that both Federal and State taxes have been 'accepted'. Is this an error with Turbo Tax online? All guidance I see points to the need to include any new forms with the IRS and state, when amended returns are filed and therefore should the 1099-R form not have been included by Turbo Tax?
Anyone experienced something like this before for an amendment filed via Turbo Tax online?
Thanks.
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‎October 11, 2023
10:38 AM