Question

Where can I find my tax files for 2020? I need documentation for 401k.

Forum|Forum|3 years ago
March 22, 2023
2 replies
0 views

Need to file my 401k pulled for year 2020 with documentation, but turbo tax never emailed me copy, they just said I will recieve my refund through state and tax.

TurboTax Online

DoninGA

Employee

What documentation for the 2020 401(k) are you referring to? A Form 1099-R? If so, you will need to amend the 2020 tax return that was filed to add the 1099-R, assuming you filed a 2020 tax return.

See this TurboTax support FAQ for amending a tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-change-correct-return-already-filed/L4VjJ9BA2_US_en_US?uid=ld1n99kr

H

HelenC12

Do you mean you have to file Form 1099-R for a 401(k) withdrawal, for tax year 2020 ,because you did not include it in your 2020 income tax return?

If that is the case, click on the link given by Li-Madhu to amend your 2020 income tax return. Once you begin your amendment, you'll see your original return. Only make changes to the areas of your return that need amending. The refund calculator will start new at $0 and only reflect the changes in the refund or tax due

Any changes you make to amend your federal return will automatically be transferred over to your state return.
To enter your 1099-R, click here. Enter the information on your 1099-R as it appears.

If you want to track the status of your amended return, use the IRS Where's My Amended Return? tracking tool. Allow at least 16 weeks for the IRS to process your amended return.

Related information:

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xmasbaby0

Employee

TurboTax does not email your tax return to you, nor does TurboTax email you a copy of any sort of tax document. If you need a copy of your 1099R you have to obtain it yourself from the bank or financial institution that handles your 401k.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**