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March 4, 2023

Please follow these steps to add another Form 1099-R if you haven't filed your return:

 

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top right and type “1099-R” 
  3. Click on “Jump to 1099-R” and you should see the “Review your 1099-R info​​​​​​​” screen
  4. Click on "Add another 1099-R"

 

 

If you have already filed your return then you will need to see if your return gets accepted or rejected.

 

  • If your return has been rejected by the IRS, then all you have to do is make the changes on your return and refile.
  • If your return has been accepted by the IRS, then you have to file an amended return (1040X) to make changes. But please wait until your refund or payment is processed. Please be aware that you can e-file your 2022 amended federal tax return, but states may require amendments to be printed and filed by mail. Please see How to amend a tax return for instructions.

 

Please see Where's My Amended Return? to check the status of your amended return.

 

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