1040X

Forum|Forum|3 years ago
March 3, 2023
1 reply
3 views

I successfully filed my 2022 Federal and State taxes. Afterwards I found a 1099R that I missed. I filed a 1040X to include it and it did not change my refund or payment.

Problem: When I press the button to transmit the new return, I'm taken to Form 8888 that asks me which accounts I want the money split into or if I want bonds. I want none of this but I am in an endless loop as I try to click out of it and therefore can't file the 1040X. Any suggestions?

JulieS

Level 15

Yes, you will need to delete Form 8888 from your amendment to get it e-filed.

If you are using TurboTax Online:

Open your return and scroll down to Tax Tools on the bottom of the left side menu.
Select Tools.
Click on Delete a form (third on the list at the bottom of the screen).
Find Form 8888 on the list of forms.
Click Delete to the right.
Confirm your Delete.
Click Continue with my return.

If you are using the Desktop version (from a disc or download):

Click Forms toward the upper right corner.
Find Form 8888 on the list on the left.
Highlight it, then click Delete in the lower left corner of the reading pane.
Click on Step by Step in the upper right corner to return to the interview.

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Ed130Author

Level 2

Thank you for the quick response. This did not work

I use the desktop version and I deleted the form. Turbotax then takes me back to step by step and the the "How I want to file" question. I stepped all the way through again and the form 8888 reappears. I've gone through and deleted it twice. I tried to find it and delete it before I get to the transmit step but it seems the form doesn't appear at all until that step.