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melemonz
New Member

I already filed and got my return and just got a 1099-R from an retirement thing I didn't even know I had and I don't know what I'm supposed to do?

 
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1 Reply
LinaJ2018
Intuit Alumni

I already filed and got my return and just got a 1099-R from an retirement thing I didn't even know I had and I don't know what I'm supposed to do?

If you have e-filed, wait until your return is accepted or rejected by IRS / the state.

                -If your return is rejected, add or edit your new information (along with anything else that needs to be corrected)                              and then re-submit your return.  See   Fix a reject

                -If your return has been accepted- you cannot change the information. Instead, you have to amend a                                                return.   See instructions below.

IRS does not allow e-file for amendment,  you will need to submit the amendment forms with related supporting documents by mail. (Follow instructions through the step-by-step interview questions in the program)

If your original return generates a refund, you should wait until your original refund arrives before you file your amendment. You can cash your check, but you still should wait until your current tax return is resolved.  Note that if you see " Do Not File" watermark on your Form, this means your original return is either still pending or forms are not finalized yet.

https://ttlc.intuit.com/replies/5114064

As you are going through the amendment process, 

-On screen, Do you need to change anything else?

-Scroll down to Form 1099-R, select Update

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