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Level 13

Question

Need to add 1099r

Forum|Forum|7 years ago
June 7, 2019
9 replies
2 views

No text available

TurboTax Premier Online

Texas Roger

Level 15

Have you already filed your tax return and has it been accepted?

amyinbart2014

Level 2

I just received one additional form 1099-R and need to amend the already IRS accepted Federal Tax Return to include the distribution that I forgot about.

How do I do that? What form from Turbo Tax and instx?

null725Author

Level 13

CatinaT1

Level 15

If you filed, it is like dropping it into a mailbox - you cannot get it back.

You'll have wait until your return is either accepted or rejected.

If rejected, you can make any necessary changes.
If accepted, you'll need to amend your return.
To avoid unnecessary delays, do not amend until your original return has been fully processed. You will need to print and mail the amendment.
Allow 8-12 weeks for processing.

See this TurboTax FAQ for help with amending.

You can check the status of your amended return here, but allow 3 weeks after filing for it to show up.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

elishabenard07

Level 2

Yes

myfl0017

Level 2

greater-123

Level 2

No just need to know where to add the 1099-R

greater-123

Level 2

Add 1099-R

veteranspest

Level 2

1099R

SteamTrain

Level 15

@veteranspest

Answer is given below...but you must use the desktop software to do it now since the Online software is shut down for 2017 taxes
_______________________

AND...start your own full question...don't tack on to a 2 year old post

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

Texas Roger

Level 15

Use the search function in the upper right. Type 1099-R in the search box and click on jump to 1099-R.

joyrushing

Level 2

I imported 1099 R from a provider. Now I need to add a 1099 R from another provider, but Turbo is requiring me to go through all the imported 1099 Rs that were imported, a very onerous task, and one that will create errors. How do I avoid this?

DianeW777

Level 15

When you need to add another Form 1099-R after you can simply choose to 'Add another 1099-R' on the 'Here's your 1099-R info' screen.

Search (upper right) > 1099r > click the Jump to... link > Add another 1099-R > begin your entry
Change how you enter your form > select 'I'll type it myself' > Continue

If you have any COVID disaster distributions from 2020, TurboTax will ask you about that as well. If you did not take a distribution for that reason simply answer 'No'.

@joyrushing

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