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I just submitted my return yesterday but today received a 1099-R. 10% for taxes was already withheld from it but what do I need to do?

 
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Accepted Solutions
LinaJ2018
Intuit Alumni

I just submitted my return yesterday but today received a 1099-R. 10% for taxes was already withheld from it but what do I need to do?

If you have already filed, you might not be able to go back to add your Form 1099-R.  You can return to the program to make corrections without amending only if your return is being rejected. If your return is accepted, to add information, you will have to amend it. You cannot just go back to add.

 

If your return got rejected for any reason, you can return to the program/account to add information along with other changes and re-submit it. For instructions, click here Fix a reject 2019.  You do not need to file an amendment 1040-X.

 

If your return has been accepted, you will have to amend by filing a Form 1040-X.  Click here for instructions Amend 2019.  Please note that you should not try to amend your return until it has been fully processed and you have received your refund or your payment has cleared.  If by editing the information does not change the refund or amount you owe, you do not need to submit the amendment. 

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1 Reply
LinaJ2018
Intuit Alumni

I just submitted my return yesterday but today received a 1099-R. 10% for taxes was already withheld from it but what do I need to do?

If you have already filed, you might not be able to go back to add your Form 1099-R.  You can return to the program to make corrections without amending only if your return is being rejected. If your return is accepted, to add information, you will have to amend it. You cannot just go back to add.

 

If your return got rejected for any reason, you can return to the program/account to add information along with other changes and re-submit it. For instructions, click here Fix a reject 2019.  You do not need to file an amendment 1040-X.

 

If your return has been accepted, you will have to amend by filing a Form 1040-X.  Click here for instructions Amend 2019.  Please note that you should not try to amend your return until it has been fully processed and you have received your refund or your payment has cleared.  If by editing the information does not change the refund or amount you owe, you do not need to submit the amendment. 

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