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posted Feb 7, 2025 9:23:26 AM

im on review of 1099R and im ready to imput our state pension income but where it goes says nees review but it wont allow me to imput. How can i imput my info?

and the box for financial institution has my wifes name in it and I cant correct it- looks like a glitch in the software to me. what can i do to correct this page?

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1 Replies
Level 15
Feb 7, 2025 9:28:12 AM

Delete the Form 1099-R and re-enter manually.  You will be asked who the form belongs to, by name.  Make sure you select the correct name that belongs to the form being entered.