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Question

i rolled over an ira, but turbotax thinks i should still get a 1009R. how to skip this 1099R?

Forum|Forum|1 year ago
February 24, 2025
1 reply
0 views

i no longer have an ira or 1099R. how to get turbotax to sip this?

That form 1099-R was transferred from your previous year's return.

If you don't have a form 1099-R in 2024, you'll need to delete it in TurboTax.

To delete it in TurboTax Online, please follow these steps:

Open your return
In the left-hand column, locate Tax Tools, click on the drop-down arrow then click on Tools
On the Tools Center page, click on Delete a form
A list of forms will appear. Locate the form 1099-R and click Delete next to it.
On the next screen, click Delete Form

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