turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

I'm trying to review my 1099 r information and it wants to import the information from bank not sure what they want it is already there

how can i review it ?
it won't let me

Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

I'm trying to review my 1099 r information and it wants to import the information from bank not sure what they want it is already there

There isn't a button to Edit or Revisit it?  

Edit a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Update or Revisit

 

IMPORTANT:
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.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies