Confused CSA-1099-R with 1099-R, need to file amendment for 2023 taxes, need advice / guidance

Forum|Forum|1 year ago
February 12, 2025
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I used TurboTax last year (2023 taxes) and realized I made a $4000 + mistake! For income I plugged in a 1099-R instead of (correctly) a CSA-1099-R. I received a roughly $1000 return, but when I go back and plug in the CORRECT CSA-1099-R form I should have received a return of over $6000!

The CSA-1099-R is for Civil Service pension, and I did my research (a year too late), and determined I plugged in the incorrect "1099". In real small letters on the "1099" it says "CSA" and I originally overlooked that.

How do I go back and correct this? File an amendment? I see I have that option when I launch TT, but I've never done this and not sure what to expect. OR should I go to an "official" tax preparer and have them go over it?

Thanks,

TB2

JohnB5677

Yes, we can help you amend your CSA 1099-R.

You will be working with the Desktop version of TurboTax to post the amendment.

Under Federal Taxes on the top crossbar.
Click Wages and Income.
Scroll down and select Retirement Plans and Social Security
Select IRA, 401K ... [Update]
Delete the old 1099-R - Trash Can
Then Add Additional 1099-R
Click I'll Type it Myself [Continue]
Select the option for CSA 1099-R
Continue through the interview.

How do I amend my federal tax return for a prior year?

How to File an Amended Tax Return with the IRS

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RealPilotNowAuthor

After I correct it, do I simply re-submit it back to the IRS the same way I originally submitted it? This is a tax return that was placed early last year and has already been filed and the return received.

Can I expect them to reimburse me the amount I mis-reported?

Thanks!