Solved: Forgot to claim 2015 1099-R FROM PENSION/RETIREMENT WITHDRAWAL. RECEIVED LUM SUM OF $4,604, PAID INCOME TAX OF 1,381, DO I NEED TO FILE AMENDMENT.
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moodyrobert3
New Member

Forgot to claim 2015 1099-R FROM PENSION/RETIREMENT WITHDRAWAL. RECEIVED LUM SUM OF $4,604, PAID INCOME TAX OF 1,381, DO I NEED TO FILE AMENDMENT.

 
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DoninGA
Level 15

Forgot to claim 2015 1099-R FROM PENSION/RETIREMENT WITHDRAWAL. RECEIVED LUM SUM OF $4,604, PAID INCOME TAX OF 1,381, DO I NEED TO FILE AMENDMENT.

Do NOT change anything on the return that has been filed.  TurboTax will send you an email when the IRS either accepts or rejects the tax return.

If the IRS rejects the return you can add the Form 1099-R and re-file.  If the IRS accepts the return, then you must wait for the tax refund or the taxes owed and paid to be processed.  You would then have to file an amended tax return, Form 1040X, to add the Form 1099-R to the accepted tax return.  An amended federal tax return can only be printed and mailed, it cannot be e-filed.  The IRS will take 16 weeks or longer to process the amended tax return.

See this TurboTax support FAQ on amending a 2016 tax return - https://ttlc.intuit.com/questions/3061514-how-do-i-amend-change-or-correct-a-2016-return-with-turbot....

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DoninGA
Level 15

Forgot to claim 2015 1099-R FROM PENSION/RETIREMENT WITHDRAWAL. RECEIVED LUM SUM OF $4,604, PAID INCOME TAX OF 1,381, DO I NEED TO FILE AMENDMENT.

Do NOT change anything on the return that has been filed.  TurboTax will send you an email when the IRS either accepts or rejects the tax return.

If the IRS rejects the return you can add the Form 1099-R and re-file.  If the IRS accepts the return, then you must wait for the tax refund or the taxes owed and paid to be processed.  You would then have to file an amended tax return, Form 1040X, to add the Form 1099-R to the accepted tax return.  An amended federal tax return can only be printed and mailed, it cannot be e-filed.  The IRS will take 16 weeks or longer to process the amended tax return.

See this TurboTax support FAQ on amending a 2016 tax return - https://ttlc.intuit.com/questions/3061514-how-do-i-amend-change-or-correct-a-2016-return-with-turbot....

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