Level 5

Solved

Fix name of 1099R Entry

Forum|Forum|2 years ago
February 20, 2024
2 replies
9 views

I know it's a little thing but it's truly frustrating.

Prior entry of the payor was mistyped. Now that the information is entered I can't fix it. If I type a corrected name the rest of the information disappears. As soon as I type in the Federal ID number it's automatically populated with the incorrect name.

Is there a way to fix it?

Lacerte Tax

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Best answer by abctax55

Upper menu bar > Settings > Table Editor....

Level 15

You can edit the 'tables' that store all this information (I can't remember how right now).

I usually make that a summer project for the front office to clean up those pesky typo's

HumanKind... Be Both

willatbirdAuthor

Level 5

If you remember where that might be would you please let me know. I haven't been able to find anything.

Level 15

Upper menu bar > Settings > Table Editor....

HumanKind... Be Both

willatbirdAuthor

Level 5

THANK YOU SO MUCH!

You are my favorite person of the week!

Level 15

Well, thanks. BUT, it's only Tuesday 😉

I usually get a chuckle or two out of some of the typos I find.

HumanKind... Be Both