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posted Jun 6, 2019 9:11:46 AM

Since I entered a 1099-R as a W-2, do I need to correct my tax submission?

When I tried to enter the 1099-R which was from my x-husband's military retirement for Former Spouse, the questions did not seem to apply but seemed to indicate the distribution was related to MY retirement, which is not the case.

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1 Best answer
Level 15
Jun 6, 2019 9:11:47 AM

First, see if the return rejects as it may due to having the 1099R reported as a W-2.

This would be great if it does, as then you will correct it and then e-file it again.

If it does get processed, then wait for the refund and keep refund.  Then you would file an amended return.

The 1099R would be reported as follows:

 To enter pension and annuity Payments (1099-R)

  • Click on Federal Taxes
  • Click on Wages and Income
  • 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

If amended needed see below:

https://ttlc.intuit.com/replies/3288565

1 Replies
Level 15
Jun 6, 2019 9:11:47 AM

First, see if the return rejects as it may due to having the 1099R reported as a W-2.

This would be great if it does, as then you will correct it and then e-file it again.

If it does get processed, then wait for the refund and keep refund.  Then you would file an amended return.

The 1099R would be reported as follows:

 To enter pension and annuity Payments (1099-R)

  • Click on Federal Taxes
  • Click on Wages and Income
  • 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

If amended needed see below:

https://ttlc.intuit.com/replies/3288565