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I have filed for extension, I have a refund coming. My tax documents did not contain two (2) 1009-R's. I have them now, should I file these documents?

I have redone my taxes now.  What should I do?
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I have filed for extension, I have a refund coming. My tax documents did not contain two (2) 1009-R's. I have them now, should I file these documents?

If you filed an extension request, that is not filing your tax return.

 

Did you actually file the 2023 tax return?

You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".

 

After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.

 

Did you do this?

 

If you did and the 2023 federal tax return was accepted by the IRS then you will have to amend the tax return that was filed to add the Form 1099-R's that you received after filing.

 

If the return is accepted you will have to amend your original tax return. An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return.


Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS.


See this TurboTax support FAQ for amending a tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-a...

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