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I received two new 1099R tax forms. I filed my taxes two days ago. What do I do now?

 
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I received two new 1099R tax forms. I filed my taxes two days ago. What do I do now?

After you get your refund from the filed 2016 return, you will need to amend the return and add the two 1099R's that were not entered.

Below are instuctions on how to enter teh 1099R's and how to Amend the return. 

To enter pension and annuity Payments (1099-R)

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
  • https://ttlc.intuit.com/replies/3288565


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1 Reply

I received two new 1099R tax forms. I filed my taxes two days ago. What do I do now?

After you get your refund from the filed 2016 return, you will need to amend the return and add the two 1099R's that were not entered.

Below are instuctions on how to enter teh 1099R's and how to Amend the return. 

To enter pension and annuity Payments (1099-R)

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
  • https://ttlc.intuit.com/replies/3288565


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