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After you file
Yes, we can help you amend your CSA 1099-R.
You will be working with the Desktop version of TurboTax to post the amendment.
- Under Federal Taxes on the top crossbar.
- Click Wages and Income.
- Scroll down and select Retirement Plans and Social Security
- Select IRA, 401K ... [Update]
- Delete the old 1099-R - Trash Can
- Then Add Additional 1099-R
- Click I'll Type it Myself [Continue]
- Select the option for CSA 1099-R
- Continue through the interview.
How do I amend my federal tax return for a prior year?
How to File an Amended Tax Return with the IRS
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‎February 12, 2025
12:35 PM