If you would like to re-visit your 1099-R entry to review and/or edit, follow the instructions below:.
- Go to Income on the left panel within your TurboTax account
- Click on the Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Click on the pencil to the right of your 1099-R to review/edit it
- Continue through the screens and you will reach, Enter your 1099-R details, where you can make changes to your Form 1099-R
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