Once the IRS opens filing for amended returns in late February, you'll likely need to amend your 1040 tax return to reflect the taxable/reportable income items you received on form 1099-R. (Lean more: TurboTax - What is Form 1099-R? Distributions From Pensions, Annuities, Retirement, etc.) According to the individual forms lookup tool, Form 1040X Amended U.S. Individual Income Tax Return will be available for both print and e-file on 2026-02-25. In the meantime, do not make changes yet in TurboTax online.
If the IRS rejects your e-file submission, you may be able to make any necessary changes and re-submit after including all your tax forms.
If the IRS accepts your e-file transmission (and remits your refund to your bank account), then you should still wait to enter any additional information into TurboTax until Form 1040X is available; this form requires a clean copy of the 1040 to be attached, which you don't want to edit accidentally.
In the meantime, consult your tax advisor about whether your 401(k) rollovers on Form 1099-R represent a taxable or reportable event which must be included in your 1040 or 1040X return. Note - 1099-R is already reported to the IRS and included in your tax return transcript; this means that failing to include it in your individual tax return could trigger an automated notice from the tax agency. Again, your situation may be unique depending on the nature of your withdrawal/rollover transactions.
More info: IRS - Rollovers of retirement plan and IRA distributions
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