I have additional 1099 R's to imput. How do I go back in process to state proper income level?

Expert Alumni

Apr 5, 2025 1:46:29 PM

If you have not filed your return yet, please follow these steps in TurboTax Online to input your additional Form 1099-R:

Sign in to TurboTax and choose continue or Pick up where you left off
On the left side bar, choose Federal and then Wages & Income
Scroll through the Income section and select Add/Edit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
Select the +Add another 1099-R box

If you have already filed your return, please follow these guidelines.

You must first wait until the initial return is completely processed.
You will have to use the same TurboTax account that you used for the original tax return.
Once you begin your amendment, you'll see your original return.
The refund calculator will start new at $0 and only reflect the changes in the refund or tax due
Only make changes to the areas of your return that need to be corrected.
You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment

Select your product below and follow the instructions.