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June 1, 2019
Question

I completed my return but haven't submitted it. Then found a 1099-r. How do I get back into the return?

  • June 1, 2019
  • 1 reply
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1 reply

DoninGA
Employee
June 1, 2019

When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.  See screenshot

This will take you back to the 2018 online tax return.

To enter 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