turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

I have a corrected 1099-R from 2016, issued on 8/3/2017 for over payment of 401(k) rollover that occurred in 2016, does that get entered under the 1099-R for 2017?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions

I have a corrected 1099-R from 2016, issued on 8/3/2017 for over payment of 401(k) rollover that occurred in 2016, does that get entered under the 1099-R for 2017?

No, you will need to amend your 2016 return for the corrected 2016 1099-R.  

Amending a return you originally prepared in TurboTax is quick, easy and free.  Just be sure to carefully follow the instructions to begin your amended return.

I have included a link to how to Amend My Return.

View solution in original post

1 Reply

I have a corrected 1099-R from 2016, issued on 8/3/2017 for over payment of 401(k) rollover that occurred in 2016, does that get entered under the 1099-R for 2017?

No, you will need to amend your 2016 return for the corrected 2016 1099-R.  

Amending a return you originally prepared in TurboTax is quick, easy and free.  Just be sure to carefully follow the instructions to begin your amended return.

I have included a link to how to Amend My Return.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies