topic 1099R in Retirement tax questions

Need to add 1099r

null340 — Fri, 07 Jun 2019 22:39:09 GMT

Have you already filed your tax return and has it been ac...

Texas Roger — Fri, 07 Jun 2019 22:39:11 GMT

Have you already filed your tax return and has it been accepted?

no

null340 — Fri, 07 Jun 2019 22:39:12 GMT

Yes

elishabenard07 — Fri, 07 Jun 2019 22:39:14 GMT

Yes

no

myfl0017 — Fri, 07 Jun 2019 22:39:15 GMT

No just need to know where to add the 1099-R

greater-123 — Fri, 07 Jun 2019 22:39:17 GMT

No just need to know where to add the 1099-R

Add 1099-R

greater-123 — Fri, 07 Jun 2019 22:39:21 GMT

Add 1099-R

1099R

veteranspest — Fri, 07 Jun 2019 22:39:23 GMT

1099R

@veteranspest Answer is given below...but you must use t...

SteamTrain — Fri, 07 Jun 2019 22:39:29 GMT

@veteranspest

Answer is given below...but you must use the desktop software to do it now since the Online software is shut down for 2017 taxes
_______________________

AND...start your own full question...don't tack on to a 2 year old post

Use the search function in the upper right. Type 1099-R i...

Texas Roger — Fri, 07 Jun 2019 22:39:31 GMT

Use the search function in the upper right. Type 1099-R in the search box and click on jump to 1099-R.

Re: Have you already filed your tax return and has it been ac...

amyinbart2014 — Sat, 01 Feb 2020 19:35:58 GMT

I just received one additional form 1099-R and need to amend the already IRS accepted Federal Tax Return to include the distribution that I forgot about.

How do I do that? What form from Turbo Tax and instx?

Re: Have you already filed your tax return and has it been ac...

amyinbart2014 — Sat, 01 Feb 2020 19:36:23 GMT

yes

Re: no

CatinaT1 — Sun, 02 Feb 2020 19:01:02 GMT

If you filed, it is like dropping it into a mailbox - you cannot get it back.

You'll have wait until your return is either accepted or rejected.

If rejected, you can make any necessary changes.
If accepted, you'll need to amend your return.
To avoid unnecessary delays, do not amend until your original return has been fully processed. You will need to print and mail the amendment.
Allow 8-12 weeks for processing.

See this TurboTax FAQ for help with amending.

You can check the status of your amended return here, but allow 3 weeks after filing for it to show up.

Re: Have you already filed your tax return and has it been ac...

logjam — Fri, 13 Mar 2020 19:06:13 GMT

I recently received amended 1099 forms from Well Fargo finial account after I filed my turbo taxes. What can be done to add these to my return

Re: Have you already filed your tax return and has it been ac...

logjam — Fri, 13 Mar 2020 19:06:51 GMT

yes

Re: Have you already filed your tax return and has it been ac...

AmyC — Fri, 13 Mar 2020 19:19:16 GMT

If your return has not been accepted, just correct the 1099-R.

If your return has been filed and accepted, you must wait until the financial part is also done. Once completely finished with your 2019 return, you can amend. Here is how to file an amended return. Then you can track an amended return after 3 weeks. Be sure to mail your forms with tracking to ensure safe delivery.

@logjam

Re: Use the search function in the upper right. Type 1099-R i...

joyrushing — Thu, 07 Apr 2022 11:34:52 GMT

I imported 1099 R from a provider. Now I need to add a 1099 R from another provider, but Turbo is requiring me to go through all the imported 1099 Rs that were imported, a very onerous task, and one that will create errors. How do I avoid this?

Re: Use the search function in the upper right. Type 1099-R i...

DianeW777 — Thu, 07 Apr 2022 13:48:06 GMT

When you need to add another Form 1099-R after you can simply choose to 'Add another 1099-R' on the 'Here's your 1099-R info' screen.

Search (upper right) > 1099r > click the Jump to... link > Add another 1099-R > begin your entry
Change how you enter your form > select 'I'll type it myself' > Continue

If you have any COVID disaster distributions from 2020, TurboTax will ask you about that as well. If you did not take a distribution for that reason simply answer 'No'.

@joyrushing

Re: Have you already filed your tax return and has it been ac...

naplespt — Tue, 07 Feb 2023 18:39:36 GMT

yes I filed and the return was accepted

Re: Have you already filed your tax return and has it been ac...

RalphH1 — Tue, 07 Feb 2023 19:16:38 GMT

If you’ve just filed your 2022 return, and need to add a 1099-R, the advice given to the earlier posters is all still relevant. You’ll want to first verify that your return has been processed (by getting the refund, if there is one), then file an “amended return.”

Here’s how to do the amendment in TurboTax — it’s pretty straightforward, but you do have to pay attention(!). The most important thing is to make sure the program knows you’re amending (the refund/balance-due will show as $0) before you enter the additional 1099-R (the 1040X form the program will be generating has columns for the previous and new versions which will be inaccurate otherwise).

Also, the 1040X should be ready in our program starting February 23rd (that’s the projected date here), so you won’t be able to prepare your federal amendment until then. If you live in a state with income tax, you’ll want to re-do that also, and if they’re providing an availability date for their amendment form, it should be here. Good luck, @naplespt!