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March 23, 2025
Question

if the amount on my 1099-R pension is incorrect. how do have the amount corrected?

  • March 23, 2025
  • 1 reply
  • 0 views
if I made a mistake by posting the wrong amount how do I change to the correct amount?

1 reply

DoninGA
Employee
March 23, 2025

On the Form 1099-R summary screen, edit the form to make your changes

 

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