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October 15, 2023
Question

Checked a box by mistake on pension section need to change info?

  • October 15, 2023
  • 2 replies
  • 0 views
tax was not withheld from gross pension income

2 replies

Employee
October 16, 2023

Which box? Where in the program?

VolvoGirl
Employee
October 16, 2023

To change a 1099R go to 

Federal Taxes Tab or Personal (Home & Business)

Wages & Income at the top

 

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

 

FYI - 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.  So you probably should go back and double check all of them.