SabrinaD2
Expert Alumni

Retirement tax questions

To delete the incorrect state entry for your 1099-R in TurboTax and enter the correct information here are some steps:

  1. Open Your Return: Log in to TurboTax and open your tax return.
  2. Use the Search Box: Go to the top right of the screen and find the search box (magnifying glass icon). Type "1099-R" and click on the "Jump to 1099-R" link
  3. Find the 1099-R form with the incorrect state entry.
  4. Click the pencil icon next to the form to edit it.
  5. Delete the incorrect state entry
  6. Re-enter the Correct Information: Click the "+" icon to add the 1099-R form again with the correct state information.

Information to access 1099-R in TurboTax