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February 26, 2022
Question

I need to correct an entry on the Pension and Annuity exclusion worksheet. Where can i find it?

  • February 26, 2022
  • 1 reply
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February 27, 2022

You can go back to the answers you provided for the calculations of the taxable amount of your pension distribution by re-visiting the Form 1099-R that shows the distribution.

 

If you are asking about a state-specific form, some state questions are also accessed through the Form 1099-R section or within the individual state return.  

 

Use these steps to go back to the Form 1099-R section of your return and Edit the form in question to see the follow-up questions associated with it:

  • On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
  • This opens a box where you can type in “1099-R” and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
  • The search results will give you an option to “Jump to 1099-R
  • Click on the blue “Jump to 1099-R” link
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