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I have a 1099 -R I received how long do I have before I need to file it

 
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2 Replies

I have a 1099 -R I received how long do I have before I need to file it

If the 1099R is for money you took from a retirement account in 2023, then it goes on your 2023 tax return.

 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
DianeW777
Expert Alumni

I have a 1099 -R I received how long do I have before I need to file it

 It must be included with your 2023 tax return, if that is the year on your form. Your tax return is due April 15, 2024.

 

If you already filed your tax return without your Form 1099-R, then you can amend your tax return to include it. Although the amendment isn't due immediately, there could be additional tax due on your amendment so I would advise not to wait.  If it is completed by April 15, 2024, you will limit interest and penalty should you have a balance due.

 

Be sure to read all the instructions carefully, before you begin, so that TurboTax knows the original numbers and the changed numbers for your amendment.

@jodikn7355 

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