SharonD007
Expert Alumni

Retirement tax questions

No, you can't report a Form 1099-R from 2019 on your 2023 tax return.  You can amend your 2019 tax return to include your 1099-R.  Follow the instructions below to amend your tax return.

 

  1. Open TurboTax.
  2. Scroll down to Your tax returns & documents and select 2019 for the year you want to amend.
  3. Select Amend (change) return, then Amend using TurboTax Online.
  4. On the screen OK, let's get a kickstart on your 2019 amended return, select The IRS or state sent me a notice (this option will let you to amend only your state return without making changes to your federal) and Continue.
  5. On the next screen, select Something Else and Continue.
  6. On the screen Tell us which 2019 return(s) you want to amend, select 2019 federal and state.
  7. TurboTax will guide you through entering your amendment.

 

Follow this link to learn how to do the amendment.

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