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Retirement tax questions
It depends; if your return is currently processing and has been accepted by the IRS, you will likely get the refund that was listed on your return. However, if your 1099-R was left off, the IRS could flag the return and delay the process of receiving your refund.
Since the 1099-R was not included, you must amend the return. The 1099-R will change the return. You will not want to make any changes or adjustments to the return while it is pending. The IRS will first have to accept or reject the return.
If the return is rejected in TurboTax, you will receive a notification with a rejection code from TurboTax, and the return will be opened back up to make changes. You can add your 1099-R at this point.
If your return is accepted, wait until you receive your refund before starting the amendment process. You will need to follow the following steps in TurboTax to amend the return:
- Sign in to TurboTax
- On the home screen, scroll down to Your tax returns & documents and select the year you want to amend
- Select Amend (change) return, then Amend using TurboTax Online
- If you're told to amend your return via TurboTax Desktop, follow the steps for TurboTax CD/Download below instead
- On the screen OK, let's get a kickstart on your amended return, select the reason(s) you're amending and Continue
- When you reach Here's the info for your amended federal return, select Start next to the info you need to change
- Continue through the screens, make the changes you need to make, and carefully answer the remaining questions to finish amending your return
For more information on amending returns, see the link below:
How do I amend my federal tax return?
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