topic Re: Need to amend, missing 1099-B's. How-to? in After you file

Need to amend, missing 1099-B's. How-to?

Kloneicle — Mon, 09 Mar 2026 05:31:33 GMT

For 2021, I realized I forgot to include some 1099-B's. Serves me right for filing late at night! I noticed per TurboTax documentation you can amend a return with the software itself once your Federal is "accepted". Although I just e-filed, it shows as accepted in the TurboTax status as well as in my e-mail. However when I try and Amend the return via TurboTax it just takes me to "Your finished, good job!" type screen. I've been reading around and I believe it's supposed to start over and show a $0 amount with the return you've chosen. I'm not seeing this. Even if I try and go back and make my additions and try and "e-file" it says you can't e-file this return it's already e-filed. Is it because I just did it all and just not giving enough time? I suppose I'll wait till I get the refund then try again in a couple weeks. I'll end up owing $200 or so I think. Not the end of the world so to speak. From what I was reading returns as of 2019 can be amended via e-file and the payment due can also be paid via TurboTax.

Source: https://turbotax.intuit.com/tax-tips/amend-return/how-to-file-an-amended-return-with-the-irs/L6kO691J8

Any confirmation of the process would be appreciated! Maybe it's just too earlier but can't seem to get the process working.

Re: Need to amend, missing 1099-B's. How-to?

fanfare — Sun, 20 Feb 2022 03:03:59 GMT

you only get one e-File of 1040-X so don't waste it.

make sure your amendment is correct.

It is best to wait for your first refund, if possible, so you know what the IRS did.

Re: Need to amend, missing 1099-B's. How-to?

Kloneicle — Sun, 20 Feb 2022 04:18:05 GMT

Good to know on the single e-file of the 1040-X! I don't plan to make another mistake 😉 I've only done one e-file and that was the original one. Anytime I attempted the do any further e-filing by way of the "Amend Return" option it just reported when I attempted to e-file, "You cannot e-file, you have already filed." "Status: Accepted". Basically shortly after submitting I realized my mistake, the return was already Accepted as expected. I looked up how to handle it said click "Amend Return" from the software, I did that and it went immediately to the last screen saying basically "Your all done!". I figured maybe that's the process, I edited the return, viewed a copy, noticed it wasn't a 1040-X. Tried to e-file, and it just said what I mentioned above.

Shows this, and only says "Exit TurboTax".

I suspect there's something in the software just basically making it too early. But otherwise no indication.

Re: Need to amend, missing 1099-B's. How-to?

Kloneicle — Sun, 20 Feb 2022 04:49:10 GMT

Upon further research, looks like this may be the issue?

https://ttlc.intuit.com/community/amending/help/can-i-e-file-my-1040x-to-amend-my-return/00/26008

1040X with Turbo Tax e-File is not ready?