RobertB4444
Expert Alumni

Retirement tax questions

You did not amend the return.  Instead you just went into the return and made some changes.  

 

You need to go back into the return now and delete the changes you just made so that the return goes back to how it was when you sent it to the IRS.  Then you need to leave the return itself and go to your TurboTax account.  

 

Select the year and then click the 'amend' button and the return will open for you.  At that point you can make the changes to make the distribution non-taxable.  FOLLOW THE INSTRUCTIONS EXACTLY.  If you select a wrong option then there isn't much point in doing it.

 

@TaxPayer2015 

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