If you would like to review your imported 1099-R manually to review and/or edit, you can follow the instructions below.
- Go to Wages & Income on the left panel within your TurboTax account
- Click on the Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Click on the pencil to the right of your 1099-R to review/edit it
- Continue through the questions until you reach, "Enter your 1099-R details from _"
- Enter the information from the original Form 1099-R that you received
- Ensure the details from your Form 1099-R are correct checking for which Distribution Code was used in Box 7 (or review if imported), then Continue
Alternatively, if that does not resolve any error messages you are receiving, you can delete the imported Form 1099-R and re-enter it manually by following the above steps, but using the trash can icon (to the right of your 1099-R) instead of the pencil at step number 3 above.
After deleting, click outside of the Wages & Income section (such as on Deductions & Credits) before going back to Wages & Income to re-enter the Form 1099-R following the above steps.
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