How do I get to my 1099 r to correct it?

lucky12365 · ‎May 31, 2019

ShawnaD · ‎May 31, 2019

On the Tax Timeline, select "Federal Taxes" then select "Wages and Income" on the second menu bar.

If you do not see the "IRA, 401(k), Pension Plan Withdrawals" income section in the list, click the "Check for more income" button, then select "Skip to see all income". (screenshots below)

Click "Show More" under the Retirement Plans and Social Security income section to see the full listing, then select "Start" (or Revisit) next to "IRA, 401(k), Pension Plan Withdrawals" to begin entering the 1099-R form.

View solution in original post

ShawnaD · ‎May 31, 2019

On the Tax Timeline, select "Federal Taxes" then select "Wages and Income" on the second menu bar.

If you do not see the "IRA, 401(k), Pension Plan Withdrawals" income section in the list, click the "Check for more income" button, then select "Skip to see all income". (screenshots below)

Click "Show More" under the Retirement Plans and Social Security income section to see the full listing, then select "Start" (or Revisit) next to "IRA, 401(k), Pension Plan Withdrawals" to begin entering the 1099-R form.