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I have a 1099-r in 2019 that i may have forgotten to report . can i still report it this tax year?

 
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I have a 1099-r in 2019 that i may have forgotten to report . can i still report it this tax year?

No.  You would have to amend 2019 to add it.  But you can't use Turbo Tax to amend 2019 anymore.  You never got a letter from the IRS saying you didn't report it?   

Get a copy of your 2019 return and check for it.  How to Access prior year online returns
https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/00/270...

If you can't get the side menus to open up to access the prior year..... You need to start entering some basic Personal Info in 2023 for the side menu to open up. Just continue a little ways into 2023. I had to go though about 12 screens.

If you used the Desktop CD/Download program then the only copy is on your computer and not saved or stored online. So you need to make and keep your own backups.

Or request a transcript from the IRS
https://www.irs.gov/individuals/get-transcript

Or get a copy of your return using form 4506
https://www.irs.gov/pub/irs-pdf/f4506.pdf

SharonD007
Expert Alumni

I have a 1099-r in 2019 that i may have forgotten to report . can i still report it this tax year?

No, you can't report a Form 1099-R from 2019 on your 2023 tax return.  You can amend your 2019 tax return to include your 1099-R.  Follow the instructions below to amend your tax return.

 

  1. Open TurboTax.
  2. Scroll down to Your tax returns & documents and select 2019 for the year you want to amend.
  3. Select Amend (change) return, then Amend using TurboTax Online.
  4. On the screen OK, let's get a kickstart on your 2019 amended return, select The IRS or state sent me a notice (this option will let you to amend only your state return without making changes to your federal) and Continue.
  5. On the next screen, select Something Else and Continue.
  6. On the screen Tell us which 2019 return(s) you want to amend, select 2019 federal and state.
  7. TurboTax will guide you through entering your amendment.

 

Follow this link to learn how to do the amendment.

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