MarilynG1
Expert Alumni

Retirement tax questions

Sometimes when you try to review/edit a 1099-R you already entered, you may not get the same screens in TurboTax.

 

You could Delete your 1099-R and re-enter it from scratch.

 

Type '1099-r' in the Search area, then click on 'Jump to 1099-R'.

 

At the Summary page, Delete the 1099-R (in TurboTax Online use the Trash Can icon).

 

Click somewhere else in the program, then type '1099-r', etc. again and Add your 1099-R. 

 

This link has more info on 401K to Traditional IRA Rollover.

 

 

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