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posted Mar 4, 2024 2:28:49 PM

I accidently clicked lump sum payment 1984-2022. Can't not find how to unclick it or restart. Can you help?

I accidently clicked lump sum payment 1984-2022. Can't not find how to unclick it or restart. Can you help?

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1 Replies
Expert Alumni
Mar 4, 2024 2:39:57 PM

To correct the lump-sum payment option, follow these steps to your 1099-R:

 

  • Down the left side of the screen, click on Federal.
  • Down the left side of the screen, click on Wages & income.
  • Scroll down to Retirement Plans Social Security.  Click the down arrow to the right.
  • Click Start / Revisit to the right of IRA 401K Pension Plan Withdrawals.
  • At the screen Here's your 1099-R info, select Edit.
  • As you run through the screens, review and be sure to not click the lump sum payment option.