MarilynG1
Expert Alumni

Retirement tax questions

Normally you don't need to enter 'Recipient' info when entering a 1099 in TurboTax.

 

TurboTax will default the Recipient info to you and your address as reported in the MY INFO section (or a spouse, if married). 

 

It doesn't matter if that matches the Recipient info actually shown on the document.

 

If you want to Edit your 1099-R, type '1099-R' in the Search area, then 'Jump to 1099-r'.  At the Summary page, you can Edit your entry.

 

Here's more info on How to Enter 1099-R

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