I used TurboTax last year (2023 taxes) and realized I made a $4000 + mistake! For income I plugged in a 1099-R instead of (correctly) a CSA-1099-R. I received a roughly $1000 return, but when I go back and plug in the CORRECT CSA-1099-R form I should have received a return of over $6000!
The CSA-1099-R is for Civil Service pension, and I did my research (a year too late), and determined I plugged in the incorrect "1099". In real small letters on the "1099" it says "CSA" and I originally overlooked that.
How do I go back and correct this? File an amendment? I see I have that option when I launch TT, but I've never done this and not sure what to expect. OR should I go to an "official" tax preparer and have them go over it?
Thanks,
TB2
