You should make changes on the original entry only. Do not change on summary or review screens. Return to the entry of the 1099-R: Under Wages & Income, expand the menu for Retirement Plans and Social Security Click Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R) Click Edit next to the 1099-R requiring changes. Review your entries and make changes as necessary. Be sure to continue through the screens until your return to the summary of 1099-R entries.

Question

How do I correct an edited 1099R page on the final review page?

Forum|Forum|6 years ago
March 25, 2020
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TurboTax Free Edition Online

VictoriaD75

You should make changes on the original entry only. Do not change on summary or review screens. Return to the entry of the 1099-R:

Under Wages & Income, expand the menu for Retirement Plans and Social Security
Click Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
Click Edit next to the 1099-R requiring changes.
Review your entries and make changes as necessary. Be sure to continue through the screens until your return to the summary of 1099-R entries.

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