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March 29, 2025
Question

If my 1099-R was auto-imported by TurboTax, but it shows $0, how/where do I enter the correct amount?

  • March 29, 2025
  • 1 reply
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March 30, 2025

If your 1099-R was auto-imported by TurboTax but shows $0, you can manually edit and correct the amount. Here's how:

 

Steps to Edit Your 1099-R in TurboTax

  1. Sign into TurboTax and open your return.
  2. Use the Magnifying Glass:
    1. Go to the magnifying glass search box.
    2. Type 1099-R.
    3. Click the Jump to link that appears.
  3. Edit the 1099-R:
    1. Find the 1099-R you need to edit.
    2. Click the pencil icon next to the 1099-R you would like to edit.
    3. Enter the correct amounts from your 1099-R form, including gross distribution, taxable amount, and distribution codes