If your return is still in progress, you can return to the area of TurboTax where the 1099-R is listed to change the person associated with the form.Login to your TurboTax online accountClick Take me to my return or pick up where I left offIn the search box (located in the upper right hand corner), type the word 1099-rClick the Jump to 1099-r link that appears in the search resultsThis will take you to the Your 1099-R Entries screen. Click edit next to the 1099-R that needs to be changed. This will take you to the Verify the Owner of This 1099-R screen. This is where you select who the 1099-R belongs to. Select the correct name of the owner of the 1099-R.

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I need to change who the 1099-R is for and I see no way to do this, how can I change the person associated with the 1099-R form?

Forum|Forum|7 years ago
June 5, 2019
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Employee

If your return is still in progress, you can return to the area of TurboTax where the 1099-R is listed to change the person associated with the form.

Login to your TurboTax online account
Click Take me to my return or pick up where I left off
In the search box (located in the upper right hand corner), type the word 1099-r
Click the Jump to 1099-r link that appears in the search results
This will take you to the Your 1099-R Entries screen. Click edit next to the 1099-R that needs to be changed.
This will take you to the Verify the Owner of This 1099-R screen. This is where you select who the 1099-R belongs to. Select the correct name of the owner of the 1099-R.