dunnbob
New Member

Retirement tax questions

I received a regular 1099-R  and entered it. 

I figured out that I erroneously checked the “I need to prepare a substitute 1099 R” box.

The problem is that once you are past the “Tell us which 1099 are you have” screen, you cannot get back to the “Tell us which 1099 you have” screen using the edit button.

The only way to fix this kind of error is to delete the 1099-R entirely and Add the 1099-R again.  

The turbotax edit button should take you back to the “Tell us which 1099 are you have” screen.