If you’ve just filed your 2022 return, and need to add a 1099-R, the advice given to the earlier posters is all still relevant. You’ll want to first verify that your return has been processed (by getting the refund, if there is one), then file an “amended return.”
Here’s how to do the amendment in TurboTax — it’s pretty straightforward, but you do have to pay attention(!). The most important thing is to make sure the program knows you’re amending (the refund/balance-due will show as $0) before you enter the additional 1099-R (the 1040X form the program will be generating has columns for the previous and new versions which will be inaccurate otherwise).
Also, the 1040X should be ready in our program starting February 23rd (that’s the projected date here), so you won’t be able to prepare your federal amendment until then. If you live in a state with income tax, you’ll want to re-do that also, and if they’re providing an availability date for their amendment form, it should be here. Good luck, @naplespt!
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