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

sorento1977 — Thu, 06 Jun 2019 16:11:46 GMT

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.

First, see if the return rejects as it may due to having...

MichaelL1 — Thu, 06 Jun 2019 16:11:47 GMT

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

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

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

First, see if the return rejects as it may due to having...