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New Member
posted Feb 21, 2025 12:37:23 PM

Tax info on Pension Funds was not included in my form and I need to navigate back to that part of the form. How do I do that?

Was not able to insert my wife's info on the form at the correct time and I can't navigate back to that part of the form to add her pension monies .

0 2 790
2 Replies
Expert Alumni
Feb 21, 2025 12:42:28 PM

To get to where you enter pension distributions, go to Wages & Income->Retirement Plans and Social Security->IRA, 401(k), Pension plan withdrawals, and click on Start or Update.

 

You will be shown a list of the 1099-Rs that you have already entered, and you will be able to edit the 1099-R that you need to.

Level 15
Feb 21, 2025 12:47:48 PM

In the section for entering a pension you will be asked who the form belongs to.  Make sure you select the correct person.

 

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

On the following screen click on the button Add another 1099-R

 

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R


Online editions -

On the screen Let's import your tax info Click on Change how I enter my form
On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who does this 1099-R belong to? select the correct name and Continue

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue