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March 19, 2020
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Entering form 1099-R

  • March 19, 2020
  • 1 reply
  • 15 views

I am entering a 1099-R with an EIN that is bringing up and pre-filling an entirely different company. How do I delete the pre-filled company and enter the correct one.

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Best answer by TaxLadyTerri

Click on settings on top of screen, go down to table editor, click on pensions, employer name, find the one that keeps auto filling on your client’s return, highlight it, then click on delete at bottom of that screen.  You can also add the correct info on this screen...click on add, then fill in the pertinent information.  

1 reply

Level 3
March 20, 2020

Click on settings on top of screen, go down to table editor, click on pensions, employer name, find the one that keeps auto filling on your client’s return, highlight it, then click on delete at bottom of that screen.  You can also add the correct info on this screen...click on add, then fill in the pertinent information.  

March 20, 2020

God bless you TaxLadyTerri - I am so thankful for your perfect answer!!

Level 3
March 20, 2020

Your welcome.