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New Member
posted Mar 16, 2025 12:43:52 PM

under income I cannot open payor to enter the amount of pension I received?

the line will not open when I click on Review needed

0 1 601
1 Replies
Expert Alumni
Mar 16, 2025 12:55:38 PM

To access the payor you will have to type the 1099-R yourself

 

Under Federal

  1. Wages & Income
  2. Scroll to IRA, 401(k), Pension Plan Withdrawals (1099-R) [Add/Edit]
  3. A list of your 1099-Rs will show.
  4. Select the pencil next to the record you want to change
  5. Select the person it belongs to (if required)
  6. Choose appropriate box [Continue]
  7. Edit the record

Edited 03/17/2025 | 3:46 AM PST

@Trudy35