I filed my 2023 taxes and realized I had forgotten to add a 1099-R. It was from my work 401K and moved it to a traditional IRA with Equitable Retirement Services Solutions.
When I do the amend process in 2023 Turbo Tax Deluxe - it let me add the 1099-R form but all questions after that were for transferring to Roth 401K and even about RMDs (which was none) and there was no option for Traditional IRA to show where the moved to (rollover from 401K to Traditional IRA). I am concerned about not being able to show where the money went.
1. Is this correct in Turbo Tax that you don't need to show where it went or is there something wrong in Turbo Tax with the amend flow?
2. Also - the refund shows 0 Fed and 0 State return now where I had 9028 Fed and 410 State return. Is the 0 and 0 correct on the 1040-X form?
