MayaD
Expert Alumni

Retirement tax questions

Please follow the steps bellow to Edit Form 1099-R:

  1. Log in to your Account .
  2. Go to Federal Taxes.
  3. Go to Wages and Income.
  4. Scroll down to Retirements Plans and Social Security.
  5. Click Update or Revisit next to  IRA, 401(K), Pension Plans Withdrawals (1099-R). 
  6. Click Edit next to the 1099-R that you need to Edit.

 

 

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