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Intuit

2018 Roth IRA 1099-R amend instructions for TurboTax Online

  1. Sign in to TurboTax.
  2. On the Tax Home screen, scroll down and select Your tax returns & documents.
  3. Under Your tax returns & documents, select Amend (change) return.
  4. In the Amend (change) return section, select the Amend using TurboTax Online button.
  5. On the OK, let’s get a kickstart on your 2018 amended return screen, select TurboTax sent me an email and Continue.
  6. On the What did we contact you about? screen, select Amending my return to fix info and Continue.
  7. On the Tell us which 2018 return(s) you want to amend screen, select both 2018 Federal and State returns and Continue.
  8. On the Here’s the info for your amended federal return screen, scroll down to the bottom of the screen and select Done.  (This is an automatic fix. You won't need to make any changes on your return.)
  9. On the Tell us why you‘re amending your return screen, enter the following explanation: The originally filed tax return included Roth IRA distributions as taxable income on Form 1040, Line 4b. The amended return correctly reports the nontaxable Roth IRA distributions and AGI . Select Continue.
  10. Confirm your mailing address and continue through answering the questions until you see Let’s get started on your state taxes. Select Continue.
  11. On the Status of your state returns screen, select Amend next to your state.
  12. On the Let’s Amend Your State Return screen, select Yes, let’s amend and get it done and Continue.
  13. On the Tell Us Why You Are Amending screen, select Amended Federal Return.
  14. Select Continue on the Amended Return Instructions screen and follow the steps to complete your amended state return. You'll confirm the information, answer questions, and review your results.
  15. When you reach the Let’s Make Sure You’re Ready to Review screen, select Yes, I’ve entered everything and let’s review. Select Continue and follow the steps.
  16. When you see Here are the numbers for your amended return, review the amount to be refunded. Select Continue and follow the steps to print and save your return. Follow the TurboTax Amended Return Filing Instructions for both your federal and state amended returns.

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