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

[sorento1977]

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.

[MichaelL1 · Accepted solution]

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