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February 23, 2025
Question

I uploaded the incorrect document for Sound Retirement Trust. It was for the 2023. I forgot I have'nt received 2024 doc. So how do I delete the 2023 document? Thank you

  • February 23, 2025
  • 1 reply
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    1 reply

    SharonD007
    February 24, 2025

    If your income from Sound Retirement Trust is reported on Form 1099-R, it will be under the Retirement Plans and Social Security section of Wages and Income.

     

    Follow the link in the TurboTax articles Where do I enter my 1099-R? and it'll take you to the Here's your 1099-R info Screen.  You can delete the incorrect 1099-R by selecting the trash can.

     

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