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February 10, 2024
Question

I had a 1099-r in 2022 and paid the penalties for it last year. Why does it want me to fill out info this year again

  • February 10, 2024
  • 2 replies
  • 0 views
I never received a new 1099-r this year since it doesnt apply this year

2 replies

DoninGA
Employee
February 10, 2024

If you did not have a withdrawal from the retirement fund in 2023, delete the Form 1099-R

 

Click on Tax Tools on the left side of the online program screen

Click on Tools

Click on Delete a form

February 10, 2024

As DoninGa mentioned, to delete the 1099-R:

 

  1. Go to Wages and Income
  2. Choose Edit/Add under IRA, 401(k), and Pension Plan Withdrawals (1099-R)
  3. Find the form that you want to delete
  4. Click Delete.

 

After the screen Form Successfully Deleted, go back to the forms list, and verify that the form has been deleted. Check your tax return to verify that the result is correct.

 

@turqwhite