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Level 1
June 6, 2019
Question

Cannot figure out how to edit individual items on annuities and pensions

  • June 6, 2019
  • 1 reply
  • 0 views
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1 reply

Level 15
June 6, 2019

To enter/edit 1099-R (pension, annuities, etc.) documents:

  1. Log into your account and continue (if not already there).
  2. In the Search box (top right-hand corner), type “1099-r”.
  3. Click on the Magnifying Glass icon.
  4. Click on “Jump to 1099-r link high-lighted in Blue.
  5. You can add, edit (change) or delete forms.


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