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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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‎February 25, 2023
1:03 PM
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