LeonardS
Expert Alumni

Retirement tax questions

To get back to your Form 1099-R, to make corrections  follow these instructions:

  • Click the "Federal Taxes" Tab near the top of your screen
  • Click the "Wages & Income" Tab near the top of your screen
  • Scroll down to the "Retirement Plans and Social Security" Section
  • Click "Update" next to "IRA, 401(K), Pension Plan Withdrawals (1099-R)"
  • Click "Edit" next to the 1099-R that you need to correct

If you have any trouble correcting your form, please post a reply to this thread for additional assistance.

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