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January 27, 2025
Question

IForgot to add my withholding on a 401k from my IRA

  • January 27, 2025
  • 1 reply
  • 0 views
Need to have my return amended

    1 reply

    DoninGA
    Employee
    January 27, 2025

    Did you already e-file the 2024 tax return?

     

    You will have to wait for the IRS to either Accept or Reject your filed federal tax return.
    If the return is rejected you can make the necessary changes and e-file again.
    If the return is accepted you will have to amend your original tax return. An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return.


    Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS.

    See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk

     

    If you have not e-filed the 2024 tax return then you can edit the Form 1099-R that you entered to add the income taxes withheld in box 4 of the form.