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To edit who Form 1099-R belongs to, please review the following
instructions:
- If you are using TurboTax Online, sign in to the appropriate TurboTax account and select Take me to my return. If you are using TurboTax CD/Download, open tax return.
- In the upper right corner, type "1099-r" in the Search/Find/Search Topics (upper middle for Mac) box and then select the "Jump to" link in the search results (no "Jump to" link in Mac).
- On the Your 1099-R Entries screen, select Edit.
- On the Verify the Owner of This 1099-R screen, select the appropriate person for This Form 1099-R belongs to.
You may also delete and re-enter Form 1099-R:
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.