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January 19, 2025
Question

How do i enter mu 1099 R ?

  • January 19, 2025
  • 1 reply
  • 0 views
I have my new 1099 R forms but it just keeps saying needs review and no way to change

    1 reply

    LindaS5247
    January 20, 2025

    You can edit your Form 1099-R in TurboTax online as follows:

     

    1. Go to your TurboTax Online Account.
    2. Type 1099r in the search bar and hit enter
    3. Select Jump to 1099r
    4. if you need to add a new Form 1099-R, select "Add another 1099-R"
    5. If you need to edit your previously entered Form 1099-R, click on the magnifying glass next to "Needs Review" (See below for a picture of what this looks like).

    If you are using TurboTax Desktop:

    1. Log into TurboTax Desktop
    2. Select the return you are working on
    3. Type 1099r in the search bar and hit enter
    4. If you need to enter a new form 1099-R, select "Add another 1099-R
    5. If you need to edit your previously entered Form 1099-R, select the button that says "Edit"

    This is how it will look in TurboTax online:

     


    Click here for additional information on entering Form 1099-R into TurboTax.

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