@hattywu33 wrote:
Thank you for the answer, it is very helpful!
My situation is similar here but different - I've e-filed for 2019, and just completed a conversion so now I need to file an amendment for 2019. Do I need to wait for the 1099-R to amend or is there a way to amend in Turbotax without a 1099-R?
What do you mean by "just"?
If the conversion was after January 1, 2020 the it can only be reported on your 2020 tax return a year from now and you will receive the 1099-R in January of 2021.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
