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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.
‎February 16, 2024
3:25 PM