Instructions to edit 1099-R in TurboTax Online:
- Open
(continue) your return if you don't already have it open and click the
button Take me to my return
2. Select Federal in the left navigation panel.
3. Next select Income & Expenses at the top.
4. Scroll down to Retirement
Plans and Social Security and select Show more.
5. Click Start/Revisit next to IRS, 401 (k), Pension Plan Withdrawals
(1099-R)
6.The select edit next to the 1099-R that you wish to correct.
7. Follow the onscreen instructions to correct the payer information.