Can I add a missed 1099-R item? How can I get back in to add it?

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Are you currently working on your return?

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If you are currently working on your return, to enter your 1099-R, please complete the following steps below:

• Sign in to TurboTax (if you're not already signed in)
• Click on the Take me to my Return button
• Click on Federal Taxes tab
• Click on Wages and Income tab
• Scroll down to Retirement Plans and Social Security 
• Click on the Start/Update button next to IRA, 401(k), Pension Plan Withdrawals (1099-R) and follow the Interview questions. 

If you are currently working on your return and need to add another 1099-R, please follow these steps:

• Sign in to TurboTax (if you're not already signed in)
• Click on the Take me to my Return button
• Click on Federal Taxes tab
• Click on Wages and Income tab
• Click on Edit/Add (next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
• Click on Add Another 1099-R and follow the Interview questions. 

If you have already e-filed or mailed the return, then you will need to wait until the IRS has accepted or rejected that return before you can make any changes.  

• If they reject it, then just make the needed changes (add 1099-R) and re-submit the return.  
• If they accept it, then you will need to wait until you have received your refund and then amend that return to make changes (add 1099-R). You will need to send in any forms that caused the need for an amendment (Original 1040 Form, new 1040X Form and 1099-R). Print, sign and mail your forms to the IRS.

Click here for instructions for amending a return.