Retirement tax questions

If you enter the 1099-R when doing your 2022 tax return, TurboTax will direct you to amend your 2021 tax return.

Since there are no earnings there is no tax and nothing is changing  on your 1040-X

If you still insist,

when no dollar amounts are changing, leave lines 1-23 on 1040-X EMPTY.

Fill out the explanation.

There will be no withholding on your 1099-R so there is no reason to attach the 1099-R to Form 1040-X either.

 

Generally,

Do not include your old 1040 nor your revised 1040 because the Form 1040-X reflects any changes there and becomes your new tax return.

 

You have a 1040-X with no amounts, no attached forms or schedules and no attached tax documents (you could attach the 1099-R).

 

@tax_payer4