MarilynG1
Expert Alumni

Retirement tax questions

Yes, you should enter any 1099-R you receive into TurboTax (the IRS has copies).

 

Wait until you receive your Refund, then save a  copy of your filed return to your computer.

 

Open TurboTax, go to Other Tax Situations, and scroll down to Other Tax Forms > Amend a Return and enter your 1099-R in the Retirement topic under Wages & Income. 

 

Based on what you reported, this may not be taxable.  If after completing the amendment process, your Refund/Amount Due has not changed, you don't need to file your Amendment.  Just keep your 1099-R for documentation.  

 

Read Do I Need to Amend? for more info. 

 

 

 

 

 

 

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