First, see if the return rejects as it may due to having the 1099R reported as a W-2.
This would be great if it does, as then you will correct it and then e-file it again.
If it does get processed, then wait for the refund and keep refund. Then you would file an amended return.
The 1099R would be reported as follows:
To enter pension and annuity Payments (1099-R)
- Click on Federal Taxes
- Click on Wages and Income
- Click on I'll choose what I work on (if shown)
- Scroll down to Retirement Plans and Social Security
- On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
If amended needed see below:
https://ttlc.intuit.com/replies/3288565
