LeonardS
Expert Alumni

Retirement tax questions

It is never a good practice to alter official tax forms to reach the result you are looking for.  The correct way is to wait and file your tax return after you receive the corrected 1099-R from Vanguard.  You may need to file an extension if you do not receive the corrected 1099-R from Vanguard by the due date, currently April 18, 2022.

 

If you need to file an extension follow these steps:

  1. Open your return in TurboTax Online.
    (To do this, sign in to TurboTax and select Pick up where you left off).
  2. Select File an extension at the bottom of the column on the left side of the screen.
    • If you don't see the File an extension button in Step 2 above, search for extend using your product's search function and select the Jump to link at the top of your search results.
  3. Follow the on-screen instructions to e-file your extension.

IRS extensions for tax year 2021 must be filed on or before April 18, 2022 for domestic taxpayers.

It isn't possible to file a post-deadline extension.

 

Keep in mind: An extension doesn't give you extra time to pay your taxes — but it will keep you from getting a late filing penalty. (You'll still owe interest if you pay after the deadline).

 

This link How do I file an IRS extension (Form 4868) in TurboTax Online? has information you may find helpful.

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