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February 2, 2020
Question

I added a 1099R Form after my forms were excepted, will I have to still file for a revision? Does Turbo Tax have a fee to enter in pension info?

  • February 2, 2020
  • 1 reply
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1 reply

DoninGA
Employee
February 2, 2020

You message indicates you are using the Deluxe online edition.  There would be no reason to upgrade your edition to add a Form 1099-R when amending the tax return.

But you must delete Form 1099-R that you entered after filing the tax return before the tax return can be amended correctly.

 

If the tax return is accepted then you will have to amend the tax return to make your changes. An amended tax return, Form 1040X, can only be printed, signed, dated and mailed by you to the IRS, it cannot be e-filed. The IRS will take up to 4 months to process the amended tax return. Wait until you have received the tax refund or the taxes owed have been paid and processed by the IRS before amending the tax return.

 

On the Tax Home web page when the the Form 1040X for amending a 2019 tax return becomes available there will be a link - Amend (change) return