To change the name of the person who received the form, you can go in to Edit the form, and the first question you should see will ask who the form belongs to and you can change it there.
To get back to the section to edit your 1099-R
into TurboTax, go here
- Federal Taxes (Personal if
using TurboTax Self Employed or Home and Business)
- Wages & Income (Personal
Income in Self Employed or Home and Business)
- You may need to click on Skip
to see all income
- Scroll down to Retirement
Plans and Social Security
- Click on Show More and then
IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Start or Update