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New Member
posted Jun 3, 2019 4:56:51 PM

How can we add another 1099R?

0 5 898
5 Replies
Level 15
Jun 3, 2019 4:56:53 PM

Did you already e-file?  If not.  just go to the appropriate section of the software and click on add 1099R  Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

New Member
Jun 3, 2019 4:56:54 PM

I've already e-filed but was rejected.  Do I refile the whole file or try to correct the old e-file?

Level 15
Jun 3, 2019 4:56:56 PM

Correct the rejected return.  Do NOT click on anything that says "amend"  Just go back to the section for 1099R and add the one you forgot.  Then you can re-submit the e-file.

Intuit Alumni
Jun 3, 2019 4:56:58 PM

If you have not already filed, do this - 

  • Sign in to your TurboTax Online account, and click on ''Take me to my return.''
  • Click Federal 
  • Click Wages and Income 
  • Scroll down to Retirement Plans and Social Security
  • Click Update next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
  • On the summary screen, click Add Another 1099-R, see attached

If you have already filed and been accepted, you will need to complete an amended tax return; here are the instructions.  Amend My 2017 TurboTax Return

Returning Member
Oct 10, 2019 11:36:25 AM

i tried that, and it wouldnt let me add a 1099R