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New Member
posted Mar 13, 2025 3:12:51 PM

Where do I find the Pensions and Annuities Worksheet? I cannot access any of the tax forms on the online turbo tax version I'm using. I need to edit it.

I am unable to access any of the individual turbo tax forms. Help!

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3 Replies
Employee Tax Expert
Mar 13, 2025 3:16:55 PM

Only TurboTax Desktop programs allow you to edit directly on Forms. 

Level 15
Mar 13, 2025 3:17:01 PM

Where and why are you being asked for this worksheet?  The worksheet name is not available in the TurboTax program.

Level 15
Mar 13, 2025 3:29:20 PM

Are you entering a 1099R?  What do you need to edit about it?  It usually fixes it if you delete the 1099R and enter it again Manually, especially if you imported it.  

Edit a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R)