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State tax filing
Yes, there are a couple of ways to see to the 1099-R information that was imported into your tax return.
If you are using TurboTax Online:
- Sign in to your TurboTax account.
- Select Wages & Income.
- Scroll down to IRA, 401(k), Pension Plan Withdrawals (1099-R), under Retirement Plans and Social Security, select Revisit to the right.
- On the screen, Here's your 1099-R info, select Edit to the right of the 1099-R.
- You can review the information on the next few screens.
If you are using TurboTax Desktop (software installed on your computer):
- Open your software, and your return.
- Select the Forms icon in the upper left corner.
- Highlight Form 1099R in the list on the left.
- You can review the information in the reading pane.
If you have completed your return, you can print or download a copy selecting Forms to keep or review for your records and Tax return, all calculation worksheets. Then, look for Form 1099-R worksheet to see the details.
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March 20, 2024
7:04 AM