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namssy1
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I have received my federal tax refund but I have a late forms to file(W2 and 1099-R)What should be done?

 
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I have received my federal tax refund but I have a late forms to file(W2 and 1099-R)What should be done?

You will have to file an Amended return to add the 1099R and the W-2 that were overlooked.

Once the return has been filed it cannot be stopped (unless you get extremely lucky and IRS would reject it for some reason).

So you have to wait for the return to be processed and you get your refund.

Then approx February 28th you can sign back into TurboTax and do the Amended return.



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1 Reply

I have received my federal tax refund but I have a late forms to file(W2 and 1099-R)What should be done?

You will have to file an Amended return to add the 1099R and the W-2 that were overlooked.

Once the return has been filed it cannot be stopped (unless you get extremely lucky and IRS would reject it for some reason).

So you have to wait for the return to be processed and you get your refund.

Then approx February 28th you can sign back into TurboTax and do the Amended return.



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