Annuities ..

Wilson50 — Tue, 10 Feb 2026 09:53:43 GMT

I already filed my taxes and forgot to include my annuity account .. What do I do now ?

Re: Annuities ..

CatinaT1 — Thu, 18 Jan 2024 20:21:32 GMT

You will need to amend your return, but do not amend until your original return has been fully processed to avoid unnecessary delays. 

See this TurboTax FAQ for help with amending.

You can e-file your 2023 amended federal tax return, but most states require amendments to be printed and filed by mail.

You can check the status of your amended return here, but allow three weeks after filing for it to show up.

Re: Annuities ..

xmasbaby0 — Thu, 18 Jan 2024 20:27:07 GMT

Did you click that big orange button that said “Transmit my return now?” If you did that, you cannot do anything to fix it yet. You have to wait for the email that tells you if your return was accepted or rejected. The IRS will begin to accept/reject e-files on January 29, so your email will come on or after 1-29.

You cannot change or add anything on the return that you just e-filed, nor can you stop it. It is too late, just like when you put an envelope in a US mailbox on the corner. The IRS does not allow you to take it back.

If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.” The changes will go nowhere.

Now you have to wait until the IRS either rejects or accepts your return. If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.

If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund. THEN you can prepare an amended tax return and e-file or mail it in. You have to be able to work from that return exactly the way it was when it was e-filed originally. You will need to use a form called a 1040X.

Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself. Sit tight and wait until you see what the IRS does with the return you just e-filed

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Annuities ..

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