To correct the lump-sum payment option, follow these steps to your 1099-R:
- Down the left side of the screen, click on Federal.
- Down the left side of the screen, click on Wages & income.
- Scroll down to Retirement Plans Social Security. Click the down arrow to the right.
- Click Start / Revisit to the right of IRA 401K Pension Plan Withdrawals.
- At the screen Here's your 1099-R info, select Edit.
- As you run through the screens, review and be sure to not click the lump sum payment option.
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