I forgot to add my W2 and 1099R s to the e submission for my federal taxes. Will this delay my refund significantly?

[DoninGA]

Probably.  If the IRS does not reject your 2023 tax return outright, then in a few weeks they will be sending you a letter inquiring why you did not enter all the income you received for tax year 2023.

You will need to amend your tax return after receiving the IRS letter.

If the return is rejected you can make the necessary changes and e-file again.
If the return is accepted you will have to amend your original tax return. An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return.

Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS.

See this TurboTax support FAQ for amending a tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-a...

[xmasbaby0]

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.

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 became available in February,  But wait until your return has been processed.

[Vanessa A]

Yes, and if you did not include that income, it is possible that you may end up not being due a refund.  

Was your return already accepted?  If so, you will need to wait and see if the IRS catches this.  There is a good chance they will catch it and send you a letter telling you that they are making an adjustment to your return because you left income off of your return.

If it was not accepted and it ends up being rejected, then you will be able to add the income prior to resubmitting your return.

If it ends up that your refund is processed, and you never get a letter from the IRS and they do not catch the error, then you will need to Amend Your Return AFTER you receive your refund.  Note, that if you have an amount due when you amend, this includes the amount you would have received in error.