topic Re: Do I need to file an amendment in After you file

Do I need to file an amendment

Tee20 — Thu, 27 Aug 2020 20:22:39 GMT

I learned this year that I was issued a 1099-R for a previous year that I was unaware of. Do I need to file an amendment?

Re: Do I need to file an amendment

xmasbaby0 — Thu, 27 Aug 2020 20:24:48 GMT

Yes. You need to amend the tax return for the year in which you received the income reported on that 1099R. Eventually the IRS will send you a letter if you do not report the income--it was reported to the IRS.

https://ttlc.intuit.com/questions/1894381-how-to-amend-change-or-correct-a-return-you-already-filed?jump_to=answer_3288565

A 1040X cannot be e-filed. It must be printed and mailed. It will take about 4 months for the IRS to process an amended return. It is a good idea to use a mailing service that will track it, like UPS or certified mail, so you will know it was received.

Wait about 3 weeks from mailing and you can check the status of your amended return:

https://www.irs.gov/Filing/Individuals/Amended-Returns-(Form-1040-X)/Wheres-My-Amended-Return-1

https://www.irs.gov/filing/individuals/amended-returns-form-1040-x/amended-return-frequently-asked-questions

https://ttlc.intuit.com/questions/1908543-do-i-need-to-amend

Re: Do I need to file an amendment

VolvoGirl — Thu, 27 Aug 2020 20:24:53 GMT

Yes. Unless the IRS sent you a bill and you agree with it.

How to Amend all years

https://ttlc.intuit.com/community/amending/help/how-to-amend-change-or-correct-a-return-you-already-filed/00/25588

Re: Do I need to file an amendment

DoninGA — Thu, 27 Aug 2020 20:25:30 GMT

Yes, the Form 1099-R is to be reported on your tax return.

See this TurboTax support FAQ for amending a tax return originally completed and filed using TurboTax - https://ttlc.intuit.com/community/amending/help/how-to-amend-change-or-correct-a-return-you-already-filed/01/25588