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New Member
posted Jun 3, 2021 10:36:29 AM

Can you please tell my assistant how to g\et me back to the Section where I can "ADD/or edit" my 1099R and 1099INT? Well I guess I do not know how to balance3 wo an5-170

Details are I want to return to the entry section to ADD to or edit my 1099R and 1099INT. Details are I can not complete my returns unless someone gets me there! OK?

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1 Replies
Level 15
Jun 3, 2021 10:46:59 AM

Can you open your return?   As long as you have not Efiled or mailed the return, you can go back in and make changes. Please see the below steps:


In TurboTax Online, sign in to your account.
Select Tax Home in the left menu.
Scroll down to Your tax returns & documents.
Select 2020, and then select Add a State (you're not actually adding a state, this just gets you back into your return so you can make changes).

 

Enter a 1099R under
Federal Taxes on left
Wages & Income at the top


Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plans (1099R) – Click Start


If you are filing a Joint return be sure to pick which person it is for.


It's just as fast and easier to manually enter your W2 or 1099. Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form

Then on the next screen pick - I'll Type it in Myself

 

 

Enter a 1099-Int under

Federal

Wages & Income

Interest and Dividends

Interest on 1099-INT - Click the Start or Update button