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posted Mar 29, 2021 1:35:44 PM

I need to edit the entry on my 1099-R section so how do I do that?

I entered incorrect information in my 1099-R section and need to access my worksheet to change the information.  How do I do that?  Turbotax sends me to the review section, but I need to go back to original worksheet section of my taxes to change one and deleate another.

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1 Replies
Level 15
Mar 29, 2021 2:24:30 PM

Got to the 1099-R section and edit or update.

 

Enter a 1099-R here:

Federal Taxes,
Wages & Income
(I'll choose what I work on - if that screen comes up)
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).

OR  Use the "Tools" menu (if online version left side) and then "Search Topics" for "1099-R" which will take you to the same place.

Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.

[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]