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May 16, 2021
Question

Can I change my answer to the question about whether I took a distribution from a retirement account? I can't figure out how to find that question again.

  • May 16, 2021
  • 1 reply
  • 0 views
I did a 401k rollover and I can't figure how to go back and fix that question.

1 reply

May 16, 2021

Please follow these steps to get back to the 1099-R sections:

  1. Click on "Search" on the top right and type “1099-R”
  2. Click on “Jump to 1099-R”
  3. Click "edit" to review the 1099-R entry and follow up questions
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