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Forgot to include 1099-R (Code G direct rollover, Taxable amount $0.00) in the returns. Do I have to amend the returns? If yes, should I amend the State returns as well?

Forum|Forum|6 years ago
June 3, 2019
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I have submitted the returns and all returns are currently in the 'Accepted' status. (Federal, CT, MA). Now I realized that I should've ideally included 1099-R (Direct rollover, Code G, taxable amount $0.00). I am wondering whether I should amend the returns for this 'report only' event. Also, should amend the returns for both the states too?

Thanks for your help!

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Best answer by MichaelL1

Amend the Federal return and then the states start with the federal AGI which will not change, so no need to Amend the state returns.

The Amended return process in TurboTax is expected to be ready on March 7th.

MichaelL1Answer

Employee

Amend the Federal return and then the states start with the federal AGI which will not change, so no need to Amend the state returns.

The Amended return process in TurboTax is expected to be ready on March 7th.

R

RCKAuthor

Thank you! I have some follow up questions:
(1) Can I start the amendment immediately when it is available on TurboTax or should I wait till the refund is done?
(2) Is there a separate fee for amending the return on TurboTax?
(3) While preparing the return for this year, I was asked a question whether I would want to Amend last years return. Can I amend this years return along with next year filing? Is it recommended?