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how do I correct an error in a 1099-R?

 
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how do I correct an error in a 1099-R?

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

NicolleR1
Employee Tax Expert

how do I correct an error in a 1099-R?

If you have already filed your return, and it was accepted by the IRS, you will need to wait until it is fully processed and amend your return. If you have not finish your return see the instructions below: 

 

If you are using TurboTax Online 

  • From the Tax Home screen locate the Income section, Locate the section for Retirement Plans and Social Security.  Click add/edit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)

If you are using TurboTax Desktop

  • From the main screen locate the Federal Taxes tab, then Wages and Income.
  • Locate the section for Retirement Plans and Social Security.  Click start/edit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)

Where do I enter my 1099-R?

 

If you need to amend your return, wait until your return is processed in order to avoid additional delays and see the instructions below 

 

How do I amend my federal tax return for this year?

 


 

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