Retirement tax questions

To change the EIN number on your 1099-R, please follow the instructions below:

1. Login to your TurboTax Account 
2. Click “Take Me To My Return”
3. Click on the Search box and type “1099R”.
4. Click on “Jump to 1099R”.
5. On the "Your 1099-R Entries" screen click "Edit" next to the 1099R form you need to correct

Please be aware that an EIN is for the payer.  You (the payee) have an SSN on the form.

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