Level 1

Solved

Forgot my 1099-R Form

28 replies
131 views

I just got my 1099-R form in the mail last night, but I already filed, what do I do to correct this mistake?

Level 15

First, wait to see if your return has been accepted by the IRS. If it is rejected, you can make your corrections before re-submitting.

If your return has been accepted, you'll need to amend the return. Please wait to amend until your original return has completely "cleared" the IRS system, and any refund due has been received.

Additionally, an amended return cannot be efiled. It must be printed and mailed. See the instructions below for instructions to amend. Please follow the instructions carefully.

https://ttlc.intuit.com/questions/2589210-how-to-amend-change-or-correct-a-2014-return-in-turbotax

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

C

Charlesmhorton

Level 2

I am in this same situation. I had no idea that I had any other income. Will this omission affect my refund as it is? I am aware that I will have to file an amendment, but should I still receive my refund as scheduled? Once I receive my refund I am understanding that is when I will file my amendment correct? This whole situation is new and confuses me. I would like to actually have someone to discuss this with, but all that seems to be available is the forum.

Kat11_2Answer

Level 15

First, wait to see if your return has been accepted by the IRS. If it is rejected, you can make your corrections before re-submitting.

If your return has been accepted, you'll need to amend the return. Please wait to amend until your original return has completely "cleared" the IRS system, and any refund due has been received.

Additionally, an amended return cannot be efiled. It must be printed and mailed. See the instructions below for instructions to amend. Please follow the instructions carefully.

https://ttlc.intuit.com/questions/2589210-how-to-amend-change-or-correct-a-2014-return-in-turbotax

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

R

rdbreazile

Level 2

What do I do if I have been excepted but have to pay taxes?

L

levisncap89

Level 5

You'll have to file an amended return once your initial return has completed processing.

Kat11_2

Level 15

Charlesmhorton: You should still receive your refund as expected from your original return. After that, you can prepare your 1040-X, the form for the amended return. Once you've prepared your amended return, you'll see if you owe additional tax or receive additional refund. (This will depend on the income/withholdings, etc. on your additional tax document).
If you'd like to contact TurboTax Customer Support by phone, navigate the link below. You'll have to enter a little info first (necessary to connect you to the right assistant), then proceed until you see the option to "Call". During business hours (currently 5AM to 9PM, Pacific time, daily), you'll see a telephone number displayed.
https://support.turbotax.intuit.com/contact/

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

E

eakesler

Level 2

When you say we will receive our refund as expected will it be the entire amount or will the irs correct the return for me? Possibly therfore reducing the amount I was to receive.

F

Fatherkardo17

Level 2

Hello my boyfriend filed his taxes on the 16th. Simple return with one job and four dependents. However today he received a 1099r in the mail from some money hey got after his mom passed away last year. Has anything changed since this post? Should he wait until he gets his refund to amend or will they hold his refund until he does it? I’m getting a lot mixed answers and we just wanna do what’s best. He shouldn’t owe any money he should get more because of the 1099.

VolvoGirl

Level 15

Yes you need to wait. Did he actually file?

You cannot change or add anything on the return that you e-filed. It is too late, just like when you put an envelope in a US mailbox

Now you have to wait until the IRS either rejects or accepts your return after they open on Jan 27. If your return is rejected, you will be able to go into your account and add or change it and resend it.

If the IRS accepts your return, then you have to wait until it has been fully processed and you have received your refund. THEN you can prepare an amended tax return 1040X and mail it in. You cannot e-file an amended return. Meanwhile, DO NOT change anything on your return until you start the amended return. If you did change or add the missing info then take it out and put your return back to the way it was when you first filed it.

How to amend an Online return

https://ttlc.intuit.com/community/amending/help/how-

K

Krystalrob84

Level 2

I forgot to submit my 1099 R will I still get my refund or will they be held up and take longer to process, they have been accepted already.

CatinaT1

Alumni - Intuit

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

You'll have to 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 can e-file your 2020 amended federal tax return, but most states require amendments to be printed and filed by mail.
Allow 16 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.

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K

Krystalrob84

Level 2

Will they still send me my refund or not it has been accepted, I'm just wondering. Thank you for your advice I just want to amend it but I will wait.

K

Kathy541

Level 2

I forgot to add fed tax withheld from my IRA

V

Vanessa A

Alumni - Intuit

If you already submitted your return, then you will have to wait until your return has been accepted by the IRS and the amended forms are available then you can Amend Your Return

If your return is rejected, you can simply make the changes and resubmit.

Amended forms are generally not available finalized and available until mid- March so, you will need to wait until then if your return is accepted to amend.

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

M

Marquelyes

Level 2

I just got my 1099-R and i already filed. Should i need to wait until i get my refund to amended it? Can i do e-file this year to amended it?
thanks.

J

JohnW152

Alumni - Intuit

@Marquelyes

Yes, wait until you’ve received your refund before filing your amended return.

You can e-file your amended return, but be aware that Form 1040X isn’t tentatively scheduled to be available in TurboTax until March 17th, 2022. Once it is available, you will be able to prepare and e-file your amended return. Please see the TurboTax Help article IRS forms availability table for TurboTax individual (personal) tax products, and How to amend (change or correct) a return you already filed for instruction on how to amend your previously-filed tax return.

Generally, for a credit or refund, you have to file Form 1040-X within three years, including extensions, after the date you filed your original return, or within two years after the date you paid the tax, whichever is later.

S

Sarc758

Level 2

I just got my second 1099R today that I had already filed my tax return. My second 1099R has no taxable amount. Please advise what should I do? Do I need to do an amendment for my filed tax?

X

xmasbaby0

Level 15

@Sarc758 Yes----every 1099R has to be entered.

Did you click that big orange button that said “Transmit my return now?” If you did that, you cannot do anything to fix it yet. You have to wait for the email that tells you if your return was accepted or rejected. The IRS will begin to accept/reject e-files on January 29, so your email will come on or after 1-29.

You cannot change or add anything on the return that you just e-filed, nor can you stop it. It is too late, just like when you put an envelope in a US mailbox on the corner. The IRS does not allow you to take it back.

If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.” The changes will go nowhere.

Now you have to wait until the IRS either rejects or accepts your return. If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.

If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund. THEN you can prepare an amended tax return and e-file or mail it in. You have to be able to work from that return exactly the way it was when it was e-filed originally. You will need to use a form called a 1040X.

Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself. Sit tight and wait until you see what the IRS does with the return you just e-filed

The Form 1040X you might need becomes available in late February, But wait until your return has been processed.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

J

jafarrier

Level 2

I filed my taxes 2 weeks ago and just eceived a 1099-R what do i do

X

xmasbaby0

Level 15

You cannot change or add anything on the return that you just e-filed, nor can you stop it. It is too late, just like when you put an envelope in a US mailbox on the corner. The IRS does not allow you to take it back.

If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.” The changes will go nowhere.

Now you have to wait until the IRS either rejects or accepts your return. If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.

If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund. THEN you can prepare an amended tax return and e-file or mail it in. You have to be able to work from that return exactly the way it was when it was e-filed originally. You will need to use a form called a 1040X.

Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself. Sit tight and wait until you see what the IRS does with the return you just e-filed

The Form 1040X you need becomes available in late February, But wait until your return has been processed.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**