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March 25, 2025
Question

Can I delete 1099-r form for wife, she hasn't taken and distributions?

  • March 25, 2025
  • 1 reply
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wants me to fill out a 1099r for her, she's still working and hasn't taken any distributions

    1 reply

    March 25, 2025

    Yes, you can likely delete a 1099-R form in TurboTax if your wife hasn't taken any distributions and has no other 1099-R related entries. Here’s how:

    1. Sign in to TurboTax and open your tax return.
    2. Use the search bar (magnifying glass)  to type "1099-R" and click the "Jump to 1099-R" link.
    3. On the 1099-R summary page, click the trash can icon next to the form you want to delete

     

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