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April 12, 2025
Question

I filed tax return without reporting pension income. I never received 1099-R. The pension amount received is unchanged. Can I amend my Tax Return with the 1099R?

  • April 12, 2025
  • 2 replies
  • 0 views
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2 replies

CatinaT1
April 15, 2025

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines. 

 

  • You must first wait until the initial return is completely processed.
  • You will have to use the same TurboTax account that you used for the original tax return.
  • Once you begin your amendment, you'll see your original return.
  • The refund calculator will start new at $0 and only reflect the changes in the refund or tax due
  • Only make changes to the areas of your return that need to be corrected.
  • You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment

Select your product below and follow the instructions. 

Amend TurboTax Online 

Amend TurboTax CD/Download 

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SteamTrain
Employee
April 15, 2025

@Cervin7535 

 

Some providers have their 1099-R forms as PDF documents that you download yourself from yoru own account at that provider.   

 

Mine hasn't sent me 1099-R forms thru the mail for many years now...but I get them every year from my account...usually at the end of January.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*