ThomasM125
Expert Alumni

After you file

You have to go back through the form 1099-R entry as follows:

 

1. Go the the "Federal" section in TurboTax

2. Click on "Income and Expenses"

3. Find "Retirement Plans and Social Security"

4. Click on "IRA, 401(k), Pension Plans (1099-R)"

5.Click on the "Edit" box next to the 1099-R entry you want to change

 

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