CapB
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Retirement tax questions

To edit Form 1099R:

1. Sign In to TurboTax Online.

2. Select "Take me to my return"

3. Select the "Search" or "Help" icon.

4. Type "1099-R" and select "Jump to 1099-R" to review the 1099-R summary screen

5. Select "Edit "next to the Form 1099-R as needed.

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