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March 26, 2024
Question

I had a 1099R from last year. I did not get one this year from them since Ihave been retired over 10 years. What do I do to get rid of it

  • March 26, 2024
  • 3 replies
  • 0 views
You are no help at all

3 replies

Employee
March 26, 2024
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
March 26, 2024

This should help you remove your 1099-R, following the steps below for TurboTax Online.

 

  1. On the menu bar on the left that shows. 

            

  1. Select Tax Tools 
  2. On the drop-down select Tools 
  3. On the Pop-Up menu select Delete a Form 
  4. This will give you all of the forms in your return 
  5. Scroll down to the form you want to delete 
  6. Select the Form 
  7. Click on Delete

Always use extreme caution when deleting information from your tax return.  There could be unintended consequences. Please let us know if you were unable to delete the form.

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VolvoGirl
Employee
March 27, 2024

Don't you get a 1099R every year for your retirement income?  Or for taking a RMD from  IRA or 401k accounts?  Why did you get one last year?