Once you start your 2021 amendment using the instructions provided in HelenC12's post:
- Answer the first few questions, then select your reason for amending.
- If you aren't automatically taken to the 1099-R section, click on the Federal Taxes tab toward the upper left corner, then Wages & Income.
- Select I'll choose what I work on, on the right.
- Scroll down to Retirement Plans and Social Security.
- Click Start to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R).
- Answer Yes and click Continue.
- Select I'll type it in myself and click Continue.
- Use the following screens to add your 1099-R and answer the follow up questions.
- When you are done, continue through the screens to complete the amendment process.
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