Skip to main content
March 24, 2021
Question

Does anyone know how to change the answer about the retirement plan? I accidentally pressed yes and now it will not let me change the answer.

  • March 24, 2021
  • 1 reply
  • 0 views
No text available

1 reply

JohnB5677
March 28, 2021

If the question you're referring to is, Is the IRA/SEP/SIMPLE box on this 1099-R checked?.

 

You can go back into the entry screen.  The box will now have been checked for IRA/SIMPLE/SEP box is checked . You can now Uncheck it.

 

This is how to post a 1099-R

  1. Login to your TurboTax Account 
  2. Click "Wages & Income" on the top
  3. Scroll down to  "IRA, 401(k), Pension Plan Withdrawals (1099-R)
  4. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
  5. Click "I'll Type it Myself"
  6. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
  7. Click "Continue"
  8. From here TurboTax will walk you through entering your Form 1099-R
**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"