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March 19, 2023
Question

I made a mistake and need to delete a 1099r

  • March 19, 2023
  • 2 replies
  • 0 views
i need to delete a 1099 r

2 replies

DoninGA
Employee
March 19, 2023

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

 

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

March 19, 2023

To delete the 1099-R, you can follow these steps in TurboTax Online:

 

  1. Click Tax Tools on the left side panel
  2. Click Tools
  3. Click Delete a Form
  4. Scroll down to 1099-R, Click Delete
  5. Confirm Delete
  6. Click Continue with Return

@Runcornell  

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