Question

How/where do I enter 2018 1099-R information of a 2017 amended tax return?

Forum|Forum|7 years ago
June 1, 2019
1 reply
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In 2017 I put $6500 into a Roth IRA. When I went to file my taxes Turbo Tax told me that I couldn't put that much in so I had my brokerage move $500 to 2018 and adjusted my contribution to the Roth IRA on my taxes by that amount. For 2018 I received a 2018-R with JP in box 7. Turbo Tax is saying I need to amend my 2017 return. What do I amend on it and which fields from the 1099-R do I use to amend it?

TurboTax Premier Windows

D

DanaB27

You will have to enter the 1099-R as shown in your 2017 amended tax return (add the 1099-R to your return). After you entered the 1099-R TurboTax will ask you "which year is on form 1099-R?" and then TurboTax will handle the rest.

Please see this FAQ on how to amend your 2017 tax return:

https://ttlc.intuit.com/replies/6603004

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