Question

How do I add another form 1099-R after I already printed my return?

Forum|Forum|1 year ago
March 5, 2025
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If you have already printed your return, and the system thinks you are complete, you can "trick" the system into re-opening it. Choose the option to add a state. You will not actually add a state, but you will get back into the software to continue working on it.

Now, follow the usual path to add the 1099-R: Federal > Wages & Income > IRA, 401(k), Pension Plan Withdrawals (1099-R) Add/Edit