To access the payor you will have to type the 1099-R yourself
Under Federal
- Wages & Income
- Scroll to IRA, 401(k), Pension Plan Withdrawals (1099-R) [Add/Edit]
- A list of your 1099-Rs will show.
- Select the pencil next to the record you want to change
- Select the person it belongs to (if required)
- Choose appropriate box [Continue]
- Edit the record
Edited 03/17/2025 | 3:46 AM PST
@Trudy35
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