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March 22, 2025
Question

I need to correct the Tax Information Number (TIN) for payers of my pension payments. How do I do this?

  • March 22, 2025
  • 1 reply
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The IRS has rejected my return because of incorrect TIN numbers, and I cannot figure out how to get back to the original TurboTax form to correct them.

1 reply

DoninGA
Employee
March 22, 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 update button

 

On the Form 1099-R Summary screen edit the listed form