Retirement tax questions

@Marquelyes

Yes, wait until you’ve received your refund before filing your amended return.  

You can e-file your amended return, but be aware that Form 1040X isn’t tentatively scheduled to be available in TurboTax until March 17th, 2022.  Once it is available, you will be able to prepare and e-file your amended return.  Please see the TurboTax Help article IRS forms availability table for TurboTax individual (personal) tax products, and How to amend (change or correct) a return you already filed for instruction on how to amend your previously-filed tax return.

Generally, for a credit or refund, you have to file Form 1040-X within three years, including extensions, after the date you filed your original return, or within two years after the date you paid the tax, whichever is later.