You can try deleting your Forms 1099-R that you imported incorrectly and enter them manually. It is a little more work but quite easy and you will know they are accurate.
You can do the following in TurboTax to delete and reenter your Form(s) 1099-R:
- Open your tax return
- Click on the Search icon at the upper right of your TurboTax screen
- Type "1099-R" in the search bar and hit enter
- Click on the link "Jump to 1099-R"
- This will take you to the 1099-R section of your TurboTax program.
- To delete your Form(s) 1099-R you can click on the garbage can icon next to your Form 1099-R that you are deleting.
- To add a new Form 1099-R, select "Add another 1099-R"
- You can select "I'll type it myself"
- Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
- Click "Continue" and enter the information from your Form 1099-R
- Answer all of the follow-up questions on the TurboTax screens
Click here for instructions on where to enter your Form 1099-R
Click here for the IRS instructions for Form 1099-R.
If you have additional information or questions regarding this, please return to Community and we would be glad to help.
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