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vcchief
New Member

How do I get back to a 1099R to correct it? I'm finished otherwise.

 
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Accepted Solutions
SamiaI
Employee Tax Expert

How do I get back to a 1099R to correct it? I'm finished otherwise.

To edit 1099-R, see below:

  • You can sign in to your return.
  • Go to Federal, Wages and Income. 
  • Scroll down to All income and Revisit the IRA, 401 K, Retirement plan withdrawals. You can Edit the 1099-R.

Or try this to go to your 1099-R:

  1. Open (continue) return if you don't already have it open.
  2. Inside TurboTax, search for 1099-R or 1099R (lower-case works too) and then click or tap the "Jump to" link in the search results. Once you reach your 1099-R entries screen, you can Edit.


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1 Reply
SamiaI
Employee Tax Expert

How do I get back to a 1099R to correct it? I'm finished otherwise.

To edit 1099-R, see below:

  • You can sign in to your return.
  • Go to Federal, Wages and Income. 
  • Scroll down to All income and Revisit the IRA, 401 K, Retirement plan withdrawals. You can Edit the 1099-R.

Or try this to go to your 1099-R:

  1. Open (continue) return if you don't already have it open.
  2. Inside TurboTax, search for 1099-R or 1099R (lower-case works too) and then click or tap the "Jump to" link in the search results. Once you reach your 1099-R entries screen, you can Edit.


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