Retirement tax questions


@Lexingtonsimon1 wrote:

i just filed my federal taxes and need to file a 1099-R form


If the IRS rejects your tax return you can add the Form 1099-R and e-file again.  If the IRS Accepts your tax return you will have to amend the 2022 tax return to add the Form 1099-R.

Wait for the IRS to process your tax return and send the tax refund or have the taxes owed and paid processed before amending the tax return.

 

See this TurboTax support FAQ for amending a tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-a...