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Riverman
New Member

401k distribution mistake

Your crap software wont allow me to go back & correct a mistake

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2 Replies

401k distribution mistake

Using the 2020 TurboTax Self-Employed online edition and the 2020 TurboTax desktop Premier edition, no issues with entering, editing or deleting tax data from a Form 1099-R.

 

To enter, edit or delete a form 1099-R -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

401k distribution mistake

FYI - If you edit or review a 1099R it does not keep your answers from before but resets them to the defaults. Then you have to go through and answer them all again.   So be sure to go all the way to the end of the 1099R section.  They are right unless you go back.

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