JillS56
Expert Alumni

Retirement tax questions

When you say have to change the kind of retirement do you mean the Box 7 code from the 1099-R?    If so, go back to Income and Expenses in the federal section and scroll to IRA, 401(k), Pension Plan Withdrawals (1099-R) click on Review or Edit/Add and click through the screen to the screen where you entered the information from the 1099-R.  Go to Box 7 and change the code. 

 

Otherwise, please provide additional information.