I omitted one 1099-R and have filed electonically. How to I correct and resubmit?

Forum|Forum|6 years ago
June 4, 2019
3 replies
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The IRS has accepted the electronic submission. I gone back to the listing of my 1099-R on Turbo Tax, but I doesn't permit me to add a new 1099-R . . . only to edit those that I have submitted.

TurboTax Deluxe Online

Best answer by sbooker

You would need to Amend your return since it was already Accepted. Do not Amend until you receive your refund.

Follow these steps to amend: https://ttlc.intuit.com/replies/3288565

sbookerAnswer

You would need to Amend your return since it was already Accepted. Do not Amend until you receive your refund.

Follow these steps to amend: https://ttlc.intuit.com/replies/3288565

BAJJERFAN

I found that when amending a return that if you opt to have the software walk you through the steps that you will eventually get an option to add another or new 1099-R. It was from a continuing pension plan, but the software seemed to insist that it was withdrawn from an IRA.

mglauner

Yes, the 1099-R reports all kinds of retirement income. An IRA will have the 'IRA/Sep/Simple' box checked on the form, so you might want to double-check your form. It's all taxed the same.

Here's more info on Form 1099-R.

@BAJJERFAN