Question

Non-Qualify IRA rollover by the recipient to a Credit Union. Received a 1099R form. Must I report it to the IRS when I file.

Forum|Forum|6 years ago
February 14, 2020
1 reply
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TurboTax Free Edition Online

T

tubo2flxAuthor

I have forgotten to specify I have deposited the Rollover I had to withdraw from an Insurance company to an IRA CD.

H

HelenC12

Yes, if you received Form 1099-R, you must enter it on your tax return.

If you e-filed your income tax return(s) and:

They were accepted, you won't be able to edit your information You'll need to amend.
If your return gets rejected, you'll be able to edit. See How do I fix a rejected return?

Note: the 2019 amendment form 1040-X hasn't been released by the IRS so you won't be able to amend your tax return until then. See When will my forms be ready?

Once the forms are ready, see How to amend (change or correct) a return you already filed

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