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New Member

Hi I'm working on my taxes and it says I'm ready to file. But I realized I have some more info to add, how do I do that? Thank you

 
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Employee TurboTax Specialist

Hi I'm working on my taxes and it says I'm ready to file. But I realized I have some more info to add, how do I do that? Thank you

You can go back into your return to add info.

Please follow the link below:

How do I preview my TurboTax Online return before ...

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Returning Member

Hi I'm working on my taxes and it says I'm ready to file. But I realized I have some more info to add, how do I do that? Thank you

I need to add a 1099R for my wife Patricia.

Level 15

Hi I'm working on my taxes and it says I'm ready to file. But I realized I have some more info to add, how do I do that? Thank you


@b0bsw1823b wrote:

I need to add a 1099R for my wife Patricia.


To enter, edit or delete a form 1099-R -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R


On the same screen for selecting the type of Form 1099-R that is being reported are selections for indicating who the form belongs to when filing a joint tax return. 

Form 1099-R Owner.jpg

 

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