I mistakenly said my retirement was on a W-2 instead of Form 1099R . How do I correct this/ change this error!

debnochmarksmith — Tue, 04 Jun 2019 21:06:40 GMT

How do I change my tax information from a W-2 to a 1099 R because I used the wrong form?

You will have to delete the W-2 entry and enter the 1099-...

DanaB — Tue, 04 Jun 2019 21:06:41 GMT

You will have to delete the W-2 entry and enter the 1099-R please follow the instructions below.

To delete the W-2 entry:

To enter the 1099-R:

Click "Federal" from the left side of your screen
Scroll down to “Retirement Plans and Social Security” and click “Show more”
Scroll down and click "Start" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
Answer "Yes" to the question "Did You Have Any of These Types of Income?"
Click "I'll Type it Myself"
Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc." and select whom the form belongs to.
Click "Continue" and enter the information from your 1099-R