DawnC0
Intuit Alumni

Retirement tax questions

If you have not already filed, do this - 

  • Sign in to your TurboTax Online account, and click on ''Take me to my return.''
  • Click Federal 
  • Click Wages and Income 
  • Scroll down to Retirement Plans and Social Security
  • Click Update next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
  • On the summary screen, click Add Another 1099-R, see attached

If you have already filed and been accepted, you will need to complete an amended tax return; here are the instructions.  Amend My 2017 TurboTax Return