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Returning Member
posted Sep 25, 2022 6:39:30 AM

An old insurance policy ended with an outstanding loan. Feds assessed additional tax. Where do I report it on Federal so I can amend my NY filing?

Not required to refile Federal, but need to update state filing and resubmit.

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1 Replies
Level 15
Sep 25, 2022 7:08:38 AM

Enter a 1099-R here:

Federal Taxes,
Wages & Income
I’ll choose what I work on (if that screen comes up),
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).

OR Use the "Tools" menu (if online version under My Account) and then "Search Topics" for "1099-R" which will take you to the same place.

Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.