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I received a 1099-R which is not on the tax form I filled with you. I need the added.

I understood I would not receive a 1099-R but I did receive one. Do I need to change my tax return?
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Accepted Solutions
LinaJ2018
Intuit Alumni

I received a 1099-R which is not on the tax form I filled with you. I need the added.

Generally, It depends on the code in box 7.  If the code generates a taxable income, you would need to amend it.  You only need to amend, if by adding the form changes your tax refund amount or tax due.  For example, if you receive a code G, which is a direct rollover hence not a taxable transaction, then you do not amend.  

To be sure, I would suggest you come back later to

Amend 2019.

.  Let the program re-calculate to conclude if you need to amend it. 

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1 Reply
LinaJ2018
Intuit Alumni

I received a 1099-R which is not on the tax form I filled with you. I need the added.

Generally, It depends on the code in box 7.  If the code generates a taxable income, you would need to amend it.  You only need to amend, if by adding the form changes your tax refund amount or tax due.  For example, if you receive a code G, which is a direct rollover hence not a taxable transaction, then you do not amend.  

To be sure, I would suggest you come back later to

Amend 2019.

.  Let the program re-calculate to conclude if you need to amend it. 

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