Retirement tax questions

Forget about the 1099-Rs that you got, especialy since TurboTax is not working for you.

Get Form 1040-X in editable PDF from the IRS website. Enter 2022 at the top.

 

Enter the 1099R "amount withheld" in  Line 12 Column B. This is your refund.

All the rest of Column B will be -0-.

Enter the amounts from your original return in Lines 1-13 Col A and Col C

except for Line 12 where the Column C entry will be increased.

Make the remaining entries and do the arithmetic for the rest of the Form.

Fill out Part III explanation.

Mail the form with your 1099-R "Copy for Fed" to the address for 1040-X in the most recent Instructions for Form 1040-X.

 

 

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