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April 13, 2024
Solved

Do i need to fill out the 1099-r section if I made NO withdrawals in the previous year?

  • April 13, 2024
  • 1 reply
  • 0 views
never received 1099-r form from my finacial advisor
Best answer by KrisD15

Yes, delete Form 1099-R so the program quits asking about it. 

 

To Delete:

For TurboTax Desktop, switch to Forms (Upper right corner) 

 

TurboTax Online:

Select Tax Tools on the left side-bar

Select Tools from that drop-down

Select “Delete a form” on the TOOLS CENTER screen

Select the Form 1099-R and delete

1 reply

KrisD15
April 13, 2024

No, there would be nothing to report. 

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tgogal94Author
April 13, 2024

It says that it needs review though? Would I just delete then?

KrisD15
KrisD15Answer
April 13, 2024

Yes, delete Form 1099-R so the program quits asking about it. 

 

To Delete:

For TurboTax Desktop, switch to Forms (Upper right corner) 

 

TurboTax Online:

Select Tax Tools on the left side-bar

Select Tools from that drop-down

Select “Delete a form” on the TOOLS CENTER screen

Select the Form 1099-R and delete

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"