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veehaann
New Member

A $xxx.xx xxxx retirement payment via State Street is attributed to Boeing but it actually came from Lockeed-Martin. I am unable go back and make a correction.

it's Lockheed-Martin
1 Reply
ToddL
New Member

A $xxx.xx xxxx retirement payment via State Street is attributed to Boeing but it actually came from Lockeed-Martin. I am unable go back and make a correction.

To change the information on this payment, you would have to delete the Form 1099-R and re-enter it in the 1099-R interview. found under Personal > Personal Income > Retirement Plans and Social Security.

See: How do I delete forms in TurboTax Online?

Why does this happen? Once you enter (or import or transfer) certain information, the program creates or updates forms and worksheets that use that information. In many cases, you cannot "change" that information in the interview process - in a manner of speaking, it has been "written in ink" on the forms. You have to delete the form and any associated worksheets in order to correct.

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