Can you help me return to 1099-R to correct a wrong box check?

3 replies
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I need to return to 1099-R to correct my error. Please show me how to return to that.

TurboTax Online

xmasbaby0

Level 15

To enter /edit your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Karis_F

Employee Tax Expert

To return to the Form 1099-R entry area in TurboTax Online, go to Wages & Income>IRA, 401(k), Pension Plan Withdrawals (1099-R)

Click Review to see your 1099-R Summary

Then click Review by each 1099-R to edit it

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VolvoGirl

Level 15

FYI - One thing to know is if you go back to edit or view a 1099R entry it resets all the answers to the default and you need to go though ALL the questions again all the way to the very end of the retirement section, keep continuing. They are right unless you go back.