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New Member
posted Feb 4, 2026 8:47:09 AM

1099-R edit button does not work.

The current version of desktop TurboTax will not let me edit 1099-Rs that I have previously input. Selecting the "pencil" (edit button) takes me to the "start a new 1099-R " workflow. 

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3 Replies
Level 15
Feb 4, 2026 8:52:30 AM

Delete the Form 1099-R and re-enter manually.

If you are using the desktop editions, click on Forms.  When in Forms mode find the 1099-R on the left side of the screen.  Click to open.  Click on the Delete button at the bottom of the page.

 

If you are using the online editions, click on Tax Tools on the left side of the online program screen.  Click on Tools.  Click on Delete a form

New Member
Feb 4, 2026 8:54:19 AM

Deleting and reentering does not acknowledge the issue.  It is only a workaround. 

Level 15
Feb 4, 2026 1:12:00 PM

@user17702235509   I know, it's weird.  That's just how it works now.  When you edit a 1099R it does look like it's starting a new one and  takes you back to the beginning to the 4 boxes to pick what kind of 1099R.  Click continue at the bottom.   Then click on whose 1099R if married.  Then you get to that 1099R to edit.