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Retirement tax questions
If you have unreported income for 2018, you need to amend 2018 to include it.
To enter pension and annuity Payments (1099-R)
• Click on Federal Taxes (Personal using Home and Business)
• Click on Wages and Income (Personal Income using Home and Business)
• 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
You can amend e-filed returns if they've been accepted; paper-filed returns may be amended once they've been mailed.
If your e-file is still pending, you won't be able to make changes until the IRS either accepts or rejects it. Don't know your e-file status? Here's how to look it up.
Select your tax year for amending instructions:
Keep in mind: You have 3 years from the date you filed your return or 2 years after you paid the tax due (whichever is later) to file an amendment