I need to amend my 2024 return as I forgot a 1099-R.
My 1040 has been processed and I have received my refund.
I followed the instructions below but TT is preparing another 1040 not a 1040X
- Open TurboTax Desktop for the year you are amending (i.e. if you are amending a 2023 return, you must use the 2023 software)
- Select “Amend a filed return” under "Need to Amend a Filed Return?"
- Select "Amend" for the return you want to amend (if it is not an option select "Find a Tax File")
- On the screen "Do You Need to Change Anything Else" make the changes you need to make
- Answer all of the follow-up questions
- Follow the TurboTax prompts to prepare your amended return
- Select "Save as" from the "File" menu to save a copy of your amended return.
How do I make it produce the amended form?
