AnnetteB6
Employee Tax Expert

Retirement tax questions

Go back to the Income > Retirement Plans and Social Security > IRA, 401(k), Pension Plan Withdrawals (Form 1099-R) and click Update or Revisit to see a summary list of the Form 1099-R entries you have already made.  You can edit each one to revisit your entries and verify the tax withholdings.  Be sure to fully answer the follow-up questions again after you are done reviewing the information.

 

You can also use the steps in the following TurboTax help article to get to the part of your return to review the entries:

 

Where do I enter my 1099-R?
 

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