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Retirement tax questions
Go back into the 1099-R section to put who it's for (see screenshot below):
1. Click Federal on the left-hand side menu.
2. Click Income across the top.
3. Scroll down to Retirement Plans and Social Security and click Show more.
4. Click Start or Revisit by IRA, 401(k), Pension Plan Withdrawals (1099-R).
Click Edit by that 1099-R.
‎June 3, 2019
5:18 PM