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New Member
posted Jan 28, 2024 2:24:37 PM

I entered my 1099-R income under 1099-K. Is there a way to transfer it without deleting and starting over? Does it even matter which category it's in?

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1 Replies
Level 15
Jan 28, 2024 2:30:28 PM

Yes, it matters. And you cannot transfer it. You don't have to start the whole tax return over. Delete the incorrect 1099-K and enter the 1099-R in the correct place.