Be sure to enter under
Social Security (SSA-1099, RRB-1099)
NOT "IRA, 410(k) Pension Plan Withdrawals (1099-R) "
The program will not ask for a Federal Identification Number (FIN) if entered in the Social Security section
Be sure to delete the 1099-R entry if it was entered in the wrong section.
It would be best to delete first, then re-enter.
You can remove the wrong entry by revisiting that section and clicking the delete (trash can) option
OR
switch to forms in Desktop and delete
OR
- To Delete a Form using TurboTax Online:
Select Tax Tools on the left side-bar
Select Tools from that drop-down
Select “Delete a form” on the TOOLS CENTER screen
Select 1099-R and delete
@pcsoulman
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