SabrinaD2
Expert Alumni

After you file

Yes, it's easy to amend your taxes in February to include the 1099-B for your RSUs, and here’s how to amend in TurboTax:

 

  1. TurboTax allows amendments starting in February 2024.
  2. Ensure your original tax return has been accepted by the IRS before beginning an amendment.
  3. Log back into TurboTax.
  4. At login in February, it should prompt you to amend. If it doesn’t:
    • Search "amendment" in the search tool (magnifying glass).
    • Click on the Jump to link.
  5. Enter the 1099-B information:
    • Add the 1099-B under "Income."