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Question

How can old Pro-Forma 1099R's be deleted? My input screen includes old 1099R forms that are not valid.

Forum|Forum|1 year ago
February 21, 2025
1 reply
0 views

My automatic fidelity input correctly picks up the current year's 1099R input. There does not seem to be a way to get rid of the forms carried over from the past 3 years Turbotax input. I can't just leave blank as the review process insists on getting info.

You can delete the errant Form 1099-R's as follows:

1. Choose the Tax Tools option on your left menu bar while working on your return

2. Choose Tools

3. Choose the Delete a form option under Other Helpful links

4. Find the forms that you want to delete in the list and delete them

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