I omitted 1099 R income on my 2017 filed tax form. How do I correct this with the IRS?

Forum|Forum|7 years ago
June 3, 2019
2 replies
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MeganS

Level 9

Follow these steps to amend: <a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/replies/3288565">https://ttlc.intuit.com/replies/3288565</a>

sbooker

Level 10

You will need to Amend your tax return to add this form.

First you will need to wait and see if your return is Accepted or Rejected by the IRS. If the return is Rejected you can go back in and fix the mistake without amending. If the return is Accepted you will need to WAIT until you receive your refund and then follow the Amend instructions. From there you can add your 1099-R.

Select "Federal" on the left panel
Select the "Income & Expenses" sub-tab at the top of the screen
Select See all income
Scroll down to Retirement Plans and Social Security 1099-R, IRAs, 401(k), early withdrawals
Click Start/Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)