Last year I'd submitted my 2021 return but realized I had not submitted my for 403b - 401k rollover from one company to another. I can do this now before my 2022 return?

[Zinkerton]

It would not let me amend at the time as it had not been accepted. Can i still add this to the 2021 return before doing my 2022 one?

[HelenC12]

Yes, you can amend your 2021 income tax return and add your 1099-R rollover, before you do your 2022 income tax return. 

• Please see How do I amend my federal tax return for a prior year?

[Zinkerton]

Hey thank you for the reply 😃  So it's the 1099-R form, good to know! Where in the amended return would I enter this info? Figured I'd ask before I start digging around a previous years return, haha.

[JulieS · Accepted solution]

Once you start your 2021 amendment using the instructions provided in HelenC12's post:

1. Answer the first few questions, then select your reason for amending.
2. If you aren't automatically taken to the 1099-R section, click on the Federal Taxes tab toward the upper left corner, then Wages & Income. 
3. Select I'll choose what I work on, on the right.
4. Scroll down to Retirement Plans and Social Security.
5. Click Start to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R).
6. Answer Yes and click Continue.
7. Select I'll type it in myself and click Continue.
8. Use the following screens to add your 1099-R and answer the follow up questions.
9. When you are done, continue through the screens to complete the amendment process. 
    

[Zinkerton]

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