Amend 2020 return when taxpayer did not include 1099-R distribution

Forum|Forum|4 years ago
April 7, 2022
6 replies
35 views

Taxpayer got letter from IRS that he did not claim 1099-R distributions on 2020 tax return. Can return be amended to claim the covid distribution rules for no 10% penalty and to spread distrubution over 3 years?

ProSeries Basic

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Best answer by IRonMaN

Did they actually qualify for the COVID relief provisions?

IRonMaNAnswer

Level 15

Did they actually qualify for the COVID relief provisions?

Slava Ukraini!

Y

ykbceAuthor

Level 3

Will see actual documents today. Thank you for your help.

R

rcooley25

Level 7

I ran into the same thing a couple of days ago and filed an amendment for 2020 and putting the 2021 information on good old form 8915F.

Just-Lisa-Now-

Intuit Community Champion

I thought it had to be done on a timely filed return, but I dont have any cite for that.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

R

rcooley25

Level 7

Was not aware of timly filed requirements. In my situation it was a timelty filed return that had an item left off and so had to be changed on the 2020 return.

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