I need to know how to amend my 2019 return and also what steps to take to do this properly for 2020? I have a Form 1099-R from my financial institution for both years.
You need to enter the non-deductible contribution in the year that the contribution was for in the IRA contribution interview.
You enter the 1099-R in the year converted.
See this TurboTax FAQ:
https://ttlc.intuit.com/questions/4350747-how-do-i-enter-a-backdoor-roth-ira-conversion
2019 and earlier can only be amended with TurboTax using the CD/download version installed on a PC or Mac computer.
It is suggested that it be mailed certified with return receipt (or other tracking service) to verify that the IRS or state receives it.
See this TurboTax FAQ for detailed amend instructions:
https://ttlc.intuit.com/questions/1894381-how-to-amend-change-or-correct-a-return-you-already-filed
-- Amended returns can only be mailed - allow 8-12 weeks - can take up to 16 weeks (4 months) for processing.
You can check the status of the amended return here, but allow 3 weeks after mailing.
https://www.irs.gov/filing/wheres-my-amended-return
Thank you. So the online version of TT I am using now has a section for amending last year's return, so I am attempting to do that now. I tell it that I have a form that I need to add to the return, and then that it is a 1099-R. It then asks if I have retirement "income" for 2019, which is the only way to tell it that I need to enter the 1099R. However, once I fill this out, I now have additional federal tax due. This was after tax money I put into the IRA (and subsequent backdoor Roth), so why would doing this amendment result in an additional tax liability?