You can edit the form 1099-R that you have entered and verify the owner of each form 1099-R. You can change the owner if necessary.
Open your tax return and follow these steps:
- Click on Federal Taxes, then on Wages and Income
- Locate the section IRA, 401(k), Pension Plan Withdrawals (1099-R) and click Edit/Add next to it
- On the next page, click on Edit next to the form 1099-R you want to verify (see screenshot 1)
- The next page lets you verify or change the owner of that form 1099-R (see screenshot 2)
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