No edit function 1099-R Turbo Tax 2025 .

Forum|Forum|7 months ago
January 26, 2026
11 replies
155 views

This version seems very wobbly. I have the latest updates. There is no edit function on 1099-R. No EDIT icon, screen display is 'dead' in that no fields suggest a way of opening the entered record. I am using a purchased download on a Windows 11 laptop.

What's going on is it time for HR Block.

Thanks

DoninGA

Level 15

What do you mean no edit function on Form 1099-R when using the desktop editions?

You can edit the fields on the Form 1099-R either in the interview section or if you go to Forms.

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

VolvoGirl

Level 15

I have the Windows Home & Business version. Doesn't your screen look like this? There is a pencil icon. I don't know what that box is doing there about lender and interest.

Sausalito789Author

Level 2

I am missing the Pen and the Trashcan on my display.

Sausalito789Author

Level 2

Anyone know how I can direct this to TT support to see if they can replicate?

TT Deluxe - Download running on Windows 11

Solid issue, no trash can or pen to edit 1099-R forms. I can do edits using the "Forms" option but this is not ideal and I don't know what other bugs I may encounter trying to finish up the tax forms.

Thanks