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dpjaques
New Member

How do I change a first name of the person in the 1099R section. TurboTax software has it preprinted as their nickname rather than their legal first name?

 
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Karen1209
New Member

How do I change a first name of the person in the 1099R section. TurboTax software has it preprinted as their nickname rather than their legal first name?

To correct the 1099-R, please follow these steps:

  • Click Federal Taxes.
  • Click Skip W-2s for now.
  • Click Choose what I work on.
  • Scroll down to Retirement Plans and Social Security.
  • Click Edit.
  • Click Edit next to the one that needs to be corrected.
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