topic I amended my taxes for 2022 with a 1099-R and now I was sent that same form, do I have to add it as well to my 2023 taxes? in After you file

I amended my taxes for 2022 with a 1099-R and now I was sent that same form, do I have to add it as well to my 2023 taxes?

nikkibcole — Wed, 11 Feb 2026 04:00:18 GMT

Re: I amended my taxes for 2022 with a 1099-R and now I was sent that same form, do I have to add it as well to my 2023 taxes?

xmasbaby0 — Fri, 09 Feb 2024 13:12:19 GMT

If you took money out of a retirement account , or received income from an pension, etc. during 2023, you will get a 1099R from the plan and it must be entered on your tax return. If you have a 1099R for 2023:

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

Re: I amended my taxes for 2022 with a 1099-R and now I was sent that same form, do I have to add...

DaveF1006 — Fri, 09 Feb 2024 13:20:18 GMT

Yes, but the 1099R form should have a code in Box 7 that will not add taxable income to your return.