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April 18, 2022
Question

Can i remove an error in the kind of retirement plan it shows for my wife before filing ?

  • April 18, 2022
  • 1 reply
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How do i correct the type of retirement account?

1 reply

April 18, 2022

When you say have to change the kind of retirement do you mean the Box 7 code from the 1099-R?    If so, go back to Income and Expenses in the federal section and scroll to IRA, 401(k), Pension Plan Withdrawals (1099-R) click on Review or Edit/Add and click through the screen to the screen where you entered the information from the 1099-R.  Go to Box 7 and change the code. 

 

Otherwise, please provide additional information.