Kat
Level 15
Level 15

Retirement tax questions

eakesler:  Unless something else is different in your case (say, you have a federal offset), you should receive the refund that your original return calculated.  You'll THEN need to complete your Amended Return to include the 1099-R that you failed to report.  The IRS has a copy of that tax document, so they are aware that you have received retirement income.
Your 1040-X (Amended return) will calculate what is now owed to the IRS, or if you are to receive an additional refund (based on the information on your 1099-R, and your entire tax situation).
*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***