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New Member
posted Mar 20, 2020 1:01:37 PM

1099R for Bettyann was incorrectly entered I deleted it and entered it under Edward, the corrext name

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2 Replies
New Member
Mar 20, 2020 1:06:16 PM

I should not have any 1099R under Bettyann   So review should not be necessary ?

Expert Alumni
Mar 20, 2020 1:19:08 PM

To see what 1099-R entries you have in your return, type '1099r' in the Search area, then click on 'Jump to 1099r'.

 

At the 1099-R Summary page, you can view/edit/delete your 1099-R entries.

 

It is always good to do the reviews, however.

 

Click this link for info on How to Enter a 1099-R.