I Get $378.90 per month in Retirement Benefits... $37.89 is withheld every month. I have not claimed that in ever. Can I claim a refund for that... it's been 10 years.

Forum|Forum|5 years ago
March 28, 2021
1 reply
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TurboTax Free Edition Online

VolvoGirl

Level 15

You haven't been reporting the income? You should get a 1099R each year for it. Have you been filing tax returns without it? The IRS should have been sending you letters each year.

You can only go back 3 years to amend. How to Amend

https://ttlc.intuit.com/community/amending/help/how-to-amend-change-or-correct-a-return-you-already-filed/00/25588

Have you filed 2020 yet?

The easiest way to get to the 1099-R entry screen is to simply search for 1099-R (upper- or lower-case, with or without the dash) in your TurboTax program and then click the "Jump to" link in the search results.

Enter a 1099R under

Federal Taxes Tab or Personal (Home & Business)

Wages & Income at the top

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

If you are filing a Joint return be sure to pick which person it is for.