turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
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.

On my 2018 return I did not claim tax that was withheld by a retirement payer. Can I use that money to pay 2019 taxes or must I file an amended return for 2018?

 
Connect with an expert
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 Reply

On my 2018 return I did not claim tax that was withheld by a retirement payer. Can I use that money to pay 2019 taxes or must I file an amended return for 2018?

You need to amend 2018.  When you entered the 1099R you didn't enter the amount in box 4?  If you missed it the IRS might have added it for you and increased your refund or sent you a check if you overpaid the tax due.

 

How to amend

https://ttlc.intuit.com/community/amending/help/how-do-i-amend-a-return-in-turbotax/00/27579 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies