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How do I check to ensure info was collected correctly from my form 1099-R?

I believe my taxes was not recorded correctly.  How do I check?
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1 Reply
DavidD66
Expert Alumni

How do I check to ensure info was collected correctly from my form 1099-R?

Are you wanting to check the accuracy of the import of your Form 1099-R?  If so, while logged in to your account and your return open:

 

  • Click the Search Icon in the upper right of your screen
  • Type in 1099-R
  • Click on the Jump to link
  • Click on "Review" next to your 1099-R you want to check
  • Go the through the screens and verify the entries
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