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posted Mar 21, 2024 2:33:25 PM

Can I change the recipients name on a 1099r form that was not completely downloaded and I entered the payers name rather my name for the recipient?

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1 Replies
Expert Alumni
Mar 21, 2024 2:47:26 PM

If I understand you correctly, you want to edit your 1099-R.  Then Yes.  Just be sure the Payer's TIN is correct.

 

Edit your 1099-R:

  1. Open your return.
  2. Click on Federal tab.
  3. Click on Wages & Income.
  4. Scroll down to Retirement Plans and Social Security1099-R, IRAs, 401(k), early withdrawals
  5. Click on Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
  6. From Summary infoh page you can edit/add/delete your 1099-R.