MindyB
Expert Alumni

Retirement tax questions

It depends on if you e-filed already what the next steps are - did you e-file your return yet?  If so, you can't add missed information once you have e-filed.  Wait until your return is either accepted or rejected.  If it is rejected, you can add the information along with fixing the e-file error.  If it is accepted, you can amend as soon as the federal amended tax return form 1040-X is available for filing in TurboTax.  Use this tool to check availability of forms, including 1040X: Tax form availability

 

If you have not yet filed, then yes, you can change information. Log back into TurboTax, and navigate to the areas you would like to change (W-2 section for missed overtime and Investment and Savings for the 1099s)

 

Here is some more information on filing amendments: How to File an Amended Tax Return with the IRS

View solution in original post