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March 17, 2025
Question

How can I make a change on one of my 1099 r entries?

  • March 17, 2025
  • 1 reply
  • 0 views
I made mistake on 1099r entry how can I change it ?

1 reply

DoninGA
Employee
March 17, 2025

Go back to the 1099-R section and on the Summary screen click on the magnifying glass to edit

 

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button