To update your 1099-R when it is otherwise not responding, try deleting it and re-adding it. To do this in TurboTax, follow these steps:
To delete it,
- Go to your search box and enter 1099-R and select the Jump to link.
- At the 1099-R Entries screen, select the trash can icon next to the 1099-R you need to change and follow the prompts.
To re-add it,
- Select +Add Another 1099-R and proceed through the entry screens.
- If your financial institution is not available, you can proceed by typing it in yourself if you have a copy of the form.
For more details, see: When to Use Tax Form 1099-R: Distributions From Pensions, Annuities, Retirement, etc.
