The 1099-R form is for Valerie, not under Terence

elooto24 — Tue, 04 Jun 2019 00:18:54 GMT

Go back into the 1099-R section to put who it's for (see...

CherylW — Tue, 04 Jun 2019 00:18:56 GMT

Go back into the 1099-R section to put who it's for (see screenshot below):

1. Click Federal on the left-hand side menu.

2. Click Income across the top.

3. Scroll down to Retirement Plans and Social Security and click Show more.

4. Click Start or Revisit by IRA, 401(k), Pension Plan Withdrawals (1099-R).

Click Edit by that 1099-R.