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bettybeal
New Member

How do i enter mu 1099 R ?

I have my new 1099 R forms but it just keeps saying needs review and no way to change
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1 Reply
LindaS5247
Employee Tax Expert

How do i enter mu 1099 R ?

You can edit your Form 1099-R in TurboTax online as follows:

 

  1. Go to your TurboTax Online Account.
  2. Type 1099r in the search bar and hit enter
  3. Select Jump to 1099r
  4. if you need to add a new Form 1099-R, select "Add another 1099-R"
  5. If you need to edit your previously entered Form 1099-R, click on the magnifying glass next to "Needs Review" (See below for a picture of what this looks like).

If you are using TurboTax Desktop:

  1. Log into TurboTax Desktop
  2. Select the return you are working on
  3. Type 1099r in the search bar and hit enter
  4. If you need to enter a new form 1099-R, select "Add another 1099-R
  5. If you need to edit your previously entered Form 1099-R, select the button that says "Edit"

This is how it will look in TurboTax online:

 


Click here for additional information on entering Form 1099-R into TurboTax.

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