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After you file
My amendment for 2022 only involves deleting a substitute 1099-R because I got the real 1099-R in March 2024, which differs from the the previous substitute 1099-R and I've already included in my 2023 return. Given this, should I just send the 1040-X form to the IRS and the IT-201-X form to the New York State tax agency, along with the actual 1099-R I received recently, rather than mailing the whole amended return that TurboTax generated? This full amended return includes the original 2022 return, which the IRS and New York State already have.
And where should I mail the federal and New York State amendment forms to?
March 18, 2024
12:14 PM