No, if you do the amendment before Oct, you can e-file it. Here is the instruction link to do the amendment. You start the amendment, then add the 1099-R, instructions are below. After you add the 1099-R, you can go through the filing screens and choose E-file. Here's how to enter your 1099-R: Open (continue) your return, if you don't already have it open Locate the Search bar by the magnifying glass icon. Search for 1099-R and select the Jump to link in the search results Answer Yes on the Did you get a 1099-R? screen If you land on the Review your 1099-R info screen instead, select Add Another 1099-R Answer any questions until you get to the screen Let's import your tax info. Here you can choose how you want to enter your 1099-R: If your financial institution is a TurboTax 1099 partner, you can import your form. Select your institution from the list and enter your sign-in credentials, then select Get my form to start the import process If you prefer to upload your 1099-R or type in the info yourself, select Change how I enter my form. On the next screen, select your preferred entry method Continue answering the questions to enter or review the info from your 1099-R There are follow-up question at the end of the retirement section as well as questions for each 1099-R. Make sure you complete the entire retirement section before moving on.

Question

I have to Amend my taxes I forgot to add a 1099R. Do I have to send this in the mail?

Forum|Forum|4 years ago
March 15, 2022
1 reply
0 views

No text available

TurboTax Deluxe Online

DawnC

Employee

No, if you do the amendment before Oct, you can e-file it. Here is the instruction link to do the amendment. You start the amendment, then add the 1099-R, instructions are below. After you add the 1099-R, you can go through the filing screens and choose E-file.

Here's how to enter your 1099-R:

Open (continue) your return, if you don't already have it open
Locate the Search bar by the magnifying glass icon. Search for 1099-R and select the Jump to link in the search results
Answer Yes on the Did you get a 1099-R? screen
- If you land on the Review your 1099-R info screen instead, select Add Another 1099-R
Answer any questions until you get to the screen Let's import your tax info. Here you can choose how you want to enter your 1099-R:
- If your financial institution is a TurboTax 1099 partner, you can import your form. Select your institution from the list and enter your sign-in credentials, then select Get my form to start the import process
- If you prefer to upload your 1099-R or type in the info yourself, select Change how I enter my form. On the next screen, select your preferred entry method
Continue answering the questions to enter or review the info from your 1099-R
There are follow-up question at the end of the retirement section as well as questions for each 1099-R. Make sure you complete the entire retirement section before moving on.