@mlw24 wrote:
Thank you.
I mistakenly put the 1099-Rs on the 2019 tax return. I will amend 2018 but I did read that it must match exactly the one filed. Unfortunately I only have a print out of 2018 and cannot locate the TT file for 2018 return that was submitted. Can I file this manually by printing out blank 1040X forms and finding the correct instructions?
If you entered the 2019 1099-R code PJ in the 2019 TurboTax it would have said that you need to amend 2018 and then it would ignore the 1099-R.
To amend 2018 in TurboTax you must start with the 2018 original tax return filed with TurboTax. How did you file 2018?
Online for 2018 ended on Oct 15, 2019. 2018 and earlier can only be amended with TurboTax using the CD/download version installed on a PC or Mac computer.
2019 amended Federal returns can either be e-filed or mailed. 2018 and earlier amended returns can only be mailed. It is suggested that it be mailed certified with return receipt (or other tracking service) to verify that the IRS or state receives it.
See this TurboTax FAQ for detailed amend instructions:
https://ttlc.intuit.com/questions/1894381-how-to-amend-change-or-correct-a-return-you-already-filed
-- Amended returns can only be mailed - allow 8-12 weeks - can take up to 16 weeks (4 months) for processing.
You can check the status of the amended return here, but allow 3 weeks after mailing.
https://www.irs.gov/filing/wheres-my-amended-return
**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.**
