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January 26, 2025
Question

I have a 1099-R that says "Needs Review" I can't open it. How do I get to edit function?

  • January 26, 2025
  • 1 reply
  • 0 views
How do you edit a 1099-R?

    1 reply

    DoninGA
    Employee
    January 26, 2025

    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 revisit button

     

    On the screen labeled Here's your 1099-R info edit the form 1099-R listed